We analyse your assets and liabilities as well as your income and expenditure structure. A simulation of your future liquidity and wealth levels helps you to identify and implement measures to help you reach your objectives. Wealth planning also forms the basis for your decisions concerning your pension, taxes and estate.
Taking stock of your pension situation early on helps you to prepare for retirement. You can take long-term decisions and set the appropriate measures in motion, ensuring that you’re financially solid when you stop working, or well prepared for early retirement. For companies, self-employed persons or management-level employees, we offer individualised pension planning that includes diversification options in the second-pillar occupational pension plan.