Retirement
Determine your income requirements
Calculate the approximate amount you will need each month to maintain your standard of living after retirement.
Start saving early
The earlier you start saving, the more time your finances will have to grow, thanks to compound interest.
Maximise your Pillar 3a contributions
Contribute as much as you can to your Pillar 3a account each year to take full advantage of the tax benefits.
Diversify your investments
Avoid putting all your eggs in one basket. Invest in various assets such as equities, bonds and index funds.
Regularly evaluate your retirement plan
Review your savings and investment strategy regularly to take account of changes in your personal situation and market conditions.
A pension analysis gives you a complete overview of your future financial situation to plan more effectively and enjoy a comfortable retirement.
From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Wealth solutions
Pension planning
Financing
Investment