Financial and pension planning
With early financial planning, you will be able to organise the third stage of your life yourself and be less dependent on external circumstances.
To ensure that your goals do not remain wishes, we work with you to create a holistic and independent financial plan that is tailored to your needs and individual situation.
Tax consultancy
In addition to processing your tax return, we actively assist you with forward-looking tax planning.
Whether selling a property and property gains tax, holistic financial and pension planning or moving away from Switzerland - certain life situations offer opportunities for optimisation.
Pension planning
When it comes to pension provision, many people think of old-age provision. With holistic planning, we also show you what the beneficiaries from the various pillars look like and what optimisation options are available to provide the best possible support for surviving dependants.
We support you during implementation and work with you to develop a customised concept.
News
What will change in 2025?
The most important changes in 2025 with regard to AHV, occupational pensions, tied pillar 3a and other relevant changes for your personal financial planning.
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Who receives my money from the pension fund, 3a account, or vested benefits account in the event of death?
It is well known that knowledge about one's own pension assets from the second pillar is often only superficial. However, at the latest when it comes to the possibilities under pension law with regard to the ...
The vested benefits account and vested benefits credit balance for cross-border commuters and expats
Home ownership in old age, sell or keep?
The most frequently cited reason for staying in a large detached house is that a rented flat would be more expensive! Whether this prejudice is actually true when you look at the overall situation, what advantages and disadvantages the two variants ...
Partial revision of the AHV: elimination of unequal treatment of widows' and widowers' pensions
In a judgement from 2022, the European Court of Human Rights (ECtHR) found that widows and widowers are treated unequally in Switzerland with regard to survivors' pensions. ...
Vested benefits balance finder - The lost treasure
Billions of BVG assets still remain unused and are not withdrawn or are withdrawn very late. Find out how this can happen and why you need to take care of it yourself ...
FINBERG Compass
You will regularly receive useful guides on all financial topics, checklists for your planning and information on changes to the law.