The fee is generally CHF 180 per hour, excluding VAT.
Flat rates can be agreed for some defined assignments, such as pension planning or a pension analysis.
The cost of financial or pension planning depends on the effort involved.
Comprehensive and detailed pension planning costs an average of CHF 4,000.
However, these costs are usually amortised quickly through the optimisations and you benefit from comprehensive and independent advice as well as online access to your own planning.
After the first free introductory meeting, a cost estimate is offered for the tasks discussed. After acceptance, all documents are bundled and the current situation is presented first. It is clarified which precautions have already been taken in the past and what is still outstanding or whether special circumstances exist. Based on your needs, wishes and financial situation, an initial strategy is then developed, which is then discussed together in order to draw up the plan. We also support you in the implementation after the planning and are available to you by e-mail, telephone, WhatsApp or in person on site.
After working out the strategy and setting the goals, it is a matter of implementation. Because even the best plan is useless if it is not implemented. We will accompany you through all tasks, follow up and be available for the entire duration. Even if a plan is not implemented due to a Event needs to be adapted, we are at your side.
We adapt the way of counselling to your wishes. Whether on the premises of the FINBERG AG, in a historic building from 1876 directly behind the station Basel or online. However, we recommend and prefer the face-to-face option, especially at the beginning, as this usually results in a long-term collaboration in which trust is an important building block.
