You have found your feet.
Let’s make sure your assets do the same.
Insurance Audit
Personal Liability, Incapacity to work, Occupational Accident Insurance (LAA).
We check that you are not paying twice for the same thing.
2nd Pillar Check-Up
OPA, Extra-mandatory OPA, 1E. Does your employer have a good pension fund?
We check if a buy-in of contributions makes sense for you now.
Real Estate Strategy
Buy your own home or remain a tenant?
We calculate your actual borrowing capacity. Is it the right time to use your 2nd pillar for a down payment?
Project-Based Savings
Invest your surplus salary intelligently.
Beyond the 3rd pillar, we look at flexible investments that do not lock up your money until age 65.
Family Protection
Marriage, Civil Union, or Cohabitation: what are the consequences in Switzerland?
We secure your partner and your loved ones. In Switzerland, the order of succession does not forgive oversights.
Freedom Planning
Break free from salary dependency and prepare for what’s next.
We aren’t planning the end of your career, but your financial freedom. Does your current capital allow you to reduce your working hours to 80%? We do the math so you can say ‘yes’ to your desires.
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