Which benefit is most important to you?

Your opinion counts

"Securing your future has many advantages!"

It's best to start securing your future right now so you don't miss out on anything. After all, getting older starts sooner than we think. Please tell us which aspect of retirement planning is currently most important to you - it won't take long. Your answer is a big help to us as it lets us react better and more individually to your personal situation.

As a thank-you, you’ll automatically take part in our draw for a dream trip worth 15,000 francs in the form of a travel voucher from Globetrotter Travel Service AG. So answering the questions is doubly worthwhile.

Thank you for your help.

Do you have any questions?

We’re here for you at this number

Mondays to Fridays, 8.00 to 18.00

What are you most concerned about?

Saving on taxes Do you want to pay less in taxes?

It’s possible – and even quite easy!

With a smart financial plan, you’ll benefit in many ways: pay less in taxes every year. It’s very easy and even works for small amounts. At the same time, you're setting aside money for your future.

With several pillar 3a accounts, you can even save on taxes when your savings are paid out.

Sound familiar?

Click on the button below and find out how saving on taxes can work for you, too.

Home ownership Do you dream of owning your own home?

Make your dream come true!

Your pillar 3a savings let you create an important foundation so that later on you can use your own capital to finance buying a house or apartment.

Having several pillar 3a accounts also gives you more flexibility through staggered payouts.

Sound familiar?

Click on the button below and find out if your dream can also come true faster.

Retirement Do you want to be well prepared?

There are many ways to do this

To make sure that you don’t need to worry about your retirement situation, it’s worth having us take a close look at your personal financial situation and figuring out the best option for you.

By carefully planning your retirement, you also take the opportunity to really make the most of it.

Sound familiar?

Click on the button below and find out how you can benefit from the best solution.

We've listened carefully to our clients

Many of our clients are considering these questions when thinking about their retirement. Pick out what concerns you and see what like-minded people have to say.