Personnel benefit plans and financial planning

The need for insurance solutions, capital investments, financing and optimization with respect to tax, matrimonial property and inheritance law is generally very high in private households. The motives which are directly affected by personal life phases are as individual and varied as people themselves. 

This is contrasted with range of products and solutions which is confusing in its variety. Given this background, financial planning allows each household to establish a connection between the individual starting point and its set goal. 

For this purpose, we draw up a review of existing contracts and work with you to define your personal goals. Existing financial products are analyzed in terms of quality and necessity and pension gaps are filled. This initial situation is used as the starting point for developing your individual financial planning strategy to implement your goals.

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In Zurich:
Loewenstrasse 11
P.O. Box
CH-8021 Zurich 
T +41 44 225 85 25 

In Zug:
Riedmatt 9
CH-6300 Zug 
T +41 41 711 67 93

In Rapperswil:
Webergasse 20
P.O. Box
8640 Rapperswil
T +41 55 536 45 45