Plan your retirement

So that you can enjoy a worry-free retirement.

Retirement planning is about understanding your needs and goals in retirement and working out how much money you’ll need to achieve them. You should start thinking about your retirement by the age of 50 at the latest and lay the groundwork so that you do not miss any important decisions.

What matters when planning your pension

Can we help you on your journey?

  • Experienced pension specialists
  • Personal advice
  • Retirement strategies tailored to your individual needs

Our specialists are here for you – we look forward to hearing from you.

Can I afford to retire early?

Early retirement is always associated with long-term financial drawbacks. But maybe there are ways to avoid them?

The main points at a glance

In brief: everything you need to know about early retirement. Receive our free publication by email.

Three steps to your worry-free retirement

The goal of our retirement advice is to ensure that you can enjoy a worry-free retirement. Our pension specialists examine your situation and help you to plan your retirement strategy and implement a concrete plan of action.

Understanding your requirements

Our first meeting is about listening carefully to you. We want to understand your personal and financial goals for the future.

Analyzing your financial situation

Next we analyze how your income, assets and tax situation will change over time and how this will impact your goals.

Drawing up a retirement strategy

Based on this knowledge, we sit down together and draw up a tailored retirement strategy and a concrete plan of action.

Individuelles Anlagekonzept

Individual investment concept

Our investment concept Wealth Way links your current situation with your short- and long-term life goals.

Well-informed about saving for retirement

Read more about retirement planning.

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: