With the certainty of having a global financial advice, you save time and money. You can look at the future with greater serenity thanks to a planned retirement.
- To give you a comprehensive view of your assets and optimize your finances for the long term
- Personal assets, real estate, tax, pensions and inheritance are dealt with simultaneously in details
- You are given a written, illustrated and complete financial report to help you make key decisions over the years to come
- Your income, wealth and tax situations are forecasted over decades using real-life scenarios
- You will benefit from tax-efficient solutions
- To give you an individualized vision of your swiss pension funds (pillar 2). Our tailor-made and consolidated wealth management allows you to have a tax efficient approach of your investments.
- You choose your own investment strategy based on your goals.
- You get the full return. No redistribution between active and inactive (retirees).
- Full transparency regarding your own returns, administration and management fees.
- Income and wealth are completely exempt from taxes for the duration of the investment.