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.
Following the initial free, no-obligation introductory meeting, a cost ceiling will be quoted for the tasks discussed. Once this has been accepted, all relevant documents will be compiled and the current situation will be outlined first. We will clarify what measures have already been taken in the past, what still needs to be done, and whether there are any special circumstances. Based on your needs, wishes and financial situation, an initial strategy will then be drawn up, which we will discuss together before using it as a basis to create the plan. We will also support you with the implementation once the planning is complete and are available to assist you via email, 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.
