Am I ready for life beyond work?

Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. You could see the world, pursue a new hobby, or become an angel investor. But how will you fund your new lifestyle? Most of us underestimate the income we need to do the things we want. Start your retirement financial planning now so you’re one step ahead.


Questions to ask yourself

When you’re planning for a new stage in your life, it’s a good idea to start early, but there’s a lot to consider. First, ask yourself these three important questions:

61%

of people say one of their main motivations to make money now is to leave a good financial legacy for family/loved ones. *

What matters to me?

If you’ve built a successful career and you’re keen to stay busy, retirement can be about fulfilling your dreams or giving something back. Think about what makes you happiest. How do you want to spend your time? How could you focus more on the things and the people you care about?

Have I thought about healthcare?

Average life expectancy at birth in France is now above 82. By 2070, it is expected to be above 90.** We’re all different, of course, so your retirement fund needs to reflect both your life expectancy and the possibility you will need healthcare.

How will I pass on my wealth?

It can be hard to find the right balance between enjoying your wealth now and setting some aside to pass on to your loved ones. What will your legacy be? How will you make sure wealth transfer happens in the way you want?

Without proper planning, individuals could lose up to

45%

of their fortunes through inheritance taxes.***

Many clients leave it too late to start thinking about life after work. Their options are often limited because there’s simply not enough time to build up a personal pension. An early financial plan can highlight opportunities to make the most of their retirement.

Wealth Planner, UBS Switzerland AG

How can wealth management help?

Our mission is to collaborate with your business manager whenever it is necessary to build a personalized and adapted proposal, with the goal of constantly seeking the optimal solution in terms of cost and flexibility of your assets.


Our service

Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.


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