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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,816 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementKlotenVPZ Vermögens Planungs Zentrum AG
VPZ Vermögens Planungs Zentrum AG Logo
Verified· 4 sourcesOwner confirmed
Last updatedAugust 22, 2026
Summary

About the company

VPZ Vermögens Planungs Zentrum AG bietet unabhängige Finanz-, Vermögens- und Steuerberatung sowie Pensions- und Nachlassplanung an. Das Unternehmen erbringt ganzheitliche, persönliche Beratungsleistungen zu Vermögens- und Vorsorgefragen und ergänzt diese durch Dienstleistungen wie Immobilienberatung, Pflegeheimkostenplanung sowie Unterstützung bei Umzügen und Strukturierungsfragen im Ausland.

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Service area

Offering

Products & services

Industry:External Asset Management
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VPZ Vermögens Planungs Zentrum AG

Family Offices
Fiduciary Offices
Financial Services
Funds & Investment Companies
Insurance Brokerage & Consulting
Pension Funds
✓ Offered10
Wealth advisory
Wealth analysis and wealth optimisation, budget and liquidity planning, wealth building and expansion, cost and fee optimisation, bank-independent custody account and securities analysis.
Retirement planning
Retirement forms, pension fund with pension or capital withdrawal, tax optimisation up to retirement, affordability of mortgages in retirement, inheritance and estate arrangements, AHV benefits and contribution obligations.
Tax advisory
Residential address review and tax implications, utilisation of available deduction options, mortgage financing with imputed rental value and interest on debt, pension fund buy-ins, splitting of capital payout taxes.
Provision planning
Analysis of under- and over-insurance, pillars 3a and 3b, provision protection in case of inability to work, invalidity and death, pension fund analysis, bank-independent custody account and securities analysis.
Estate and inheritance planning
Inheritance and estate arrangements, digital estate planning, marriage contract and inheritance contract, cohabitation agreement, advance inheritance and donation, execution of the will and care mandate.
✕ Not offered4
trustee services
We do not offer traditional trustee services
Accounting
We do not offer accounting services
Insurance consulting
We do not provide insurance consulting
Financial products
We do not offer our own financial products
Expertise

Expert

MS
Mirco Signorell
CEO & Chairman of the Board

Active in advisory services for sophisticated private clients since 1998. Since 2003 with VPZ Vermögens Planungs Zentrum AG and from 2008 in the role of CEO & Chairman of the Board.

Qualifications & certifications
Kaufmann mit eidg. Fachausweis
Diverse Aus- und Weiterbildungen Finanzplanung
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 87 reviews across all connected sources

Sources
GGoogle587
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Common questions

Answers

Does VPZ also advise on budget and liquidity planning for families?
Yes, VPZ supports families with budget planning, liquidity and wealth buildup. In addition, topics such as housing situation, real estate financing, cohabitation or marriage, and retirement and asset protection are considered. This creates a holistic plan for daily life and the future.
What services does VPZ offer in wealth advisory?
VPZ analyzes your current wealth situation and highlights optimization potential in structure, costs, and setup. This includes budget and liquidity planning as well as an independent custody and securities analysis. The goal is a suitable, long-term wealth strategy.
Does VPZ help with tax questions about retirement provisions and housing?
Yes, VPZ analyzes the tax consequences of a change of residence and highlights deductible options. It also examines pension fund purchases, capital gains taxes, and the tax impact of mortgages.
Does VPZ support real estate financing and home ownership?
VPZ assesses affordability in retirement, evaluates properties, and optimizes the financing model. Topics such as notional rent, interest on debt, amortization, and margin optimization are also considered.
Does VPZ also advise on inheritance and estate issues?
Yes, VPZ assists with estate planning, for example with marriage and inheritance contracts, cohabitation agreements, power of attorney, and executor appointment. Digital estate matters and gifts can also be incorporated into the planning.
What services does VPZ offer for pension preparation?
VPZ assists with choosing between annuity and lump-sum payouts, with tax optimization before retirement, and with planning AHV benefits. The portability of a mortgage in retirement and inheritance rules are also considered.
Is bank-independent investment advice worthwhile?
Yes. Thanks to bank-independent investment advice, large added values can be created. The investment performance of VPZ customers can be significantly improved, risks minimized, and costs reduced.
Can you protect your assets from nursing care costs?
Yes. With proactive planning for nursing home costs, assets can be protected.
Is VPZ Vermögens Planungs Zentrum AG independent?
Yes. VPZ Vermögens Planungs Zentrum AG is independent and does not offer its own financial products. We provide in-person consultations at the following locations: VPZ Headquarters Kloten ZH VPZ Office St. Gallen SG VPZ Office Horn TG VPZ Office Rapperswil SG VPZ Office Zug ZG VPZ Office Appenzell AI
Press

Media

Media
Kooperation
zwei-wealth.ch
Media
Leader
who-s-who.ch
Media
Kompendium
adicto.com
Media
Vorsorge
cash.ch
Media
Geldblog
tagesanzeiger.ch
Credentials

Certifications & memberships

BX regservices.ch
SFBV Schweizerischer Finanzberaterverband
VQF Verein zur Qualitätssicherung von Finanzdienstleistungen
Ombudsstelle für Finanzdienstleister
Knowledge

Articles about VPZ Vermögens Planungs Zentrum AG

1 article
5 min read

What value does a bank-independent Depot Analysis offer for your securities?

What we repeatedly notice in practice is that many bank clients sense that something is not quite right, but cannot name the reason. This is where VPZ comes in: the analysis reveals weaknesses in fees, costs, risk and structure before they cost in the long term.

August 21, 2026·Read article
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Contact

Location

Balz-Zimmermann-Strasse 7
8302 Kloten
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.343.441
Founded
2001 · 25 years
Last commercial register change
March 6, 2026
Employees
11 to 20

98 km radius from Hauptstrasse 1, Rapperswil SG