The competent partner for pension planning, retirement planning, financial advice, retirement planning, insurance, budget advice and seminars.

As an independent consulting firm, we are able to offer a comprehensive range of services, naturally tailored to your needs. We advise and support you, analyze your situation and show you options.

Those who want to have their finances under control have many questions. It doesn't just mean dealing with investments, but also questions about pensions and estate planning, all while taking legal and tax aspects into account.

Would you like neutral and independent advice about your financial situation? Are you saving enough to achieve your financial goals? Would you like a second opinion about your pension, insurance or would you like to optimize your taxes? Do you want clarity about the financial implications of retirement, but also of death and disability? Pension or capital, what is the ideal solution for you? Rent or buy? How do you finance a house purchase - and is affordability guaranteed in old age?

We have many years of experience and broad-based expert knowledge. Get in touch with us. We will be happy to convince you of our strengths.

BEAUTIFULLY ΛNDERS

Pension planning Bern Switzerland  

Pension planning Bern Switzerland

Financial advice Bern Switzerland

Pension planning Bern Switzerland

Insurance advice Bern Switzerland (independent and neutral)

Budget advice Bern Switzerland

Seminars Bern Switzerland

Presentations Bern Switzerland