Retirement Planning

Retire when you want to by planning financial freedom now

Retirement planning services

  • Tax Optimisation

    From seemingly simple tax returns, to solving double taxation issues, and navigating Swiss investment taxation, our international tax specialist partners will guide you through everything you need to optimise your taxes.

  • Retirement Planning

    By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

  • Children’s Education

    Through careful financial planning it is possible to give your children the best start in life - and there's no better time than now.

  • Estate Planning

    We can provide you guidance and advice on the most tax-efficient approaches to your estate to maximise your family’s inheritance when the time comes.

Retirement Planning

For many, thinking of retirement and what that actually means is something that's put off until absolutely necessary - you're already contributing to a pension and retiring is years off, so it's not exactly urgent. Right?

But what if you want to retire early? Or what if you have unexpected periods of unemployment? Or your industry undergoes changes that lead to redundancies?

Will your contributions enable you to continue to live the lifestyle you enjoy now? 

Retirement is essentially being able to live without the need to work - and there isn't a minimum age you have to be to live on a passive income. 

Many of the people we help have no idea how their money is doing, how it will do in the future, and what it will actually be worth when it comes time to live off it. 

You’re working hard for your money, but is your money working hard for you?

By achieving financial freedom, you can retire when you want to - and continue to live to the same standards you do now. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

We work with you using our in-house, fully digital financial plan to help you understand your options, make informed decisions, and achieve financial security for you and future generations.

With extensive knowledge of Swiss and international pension, mortgage and investment systems, we have the expertise needed to provide tailored financial planning solutions for you and your family. 

From our first meeting, we’ll calculate what you have now, what you will have, and what you actually need. 

By planning for the unknown now, you can avoid unpleasant surprises in the future - and we’re here to help you with clear, honest advice.

Financial Independence isn’t an age – it’s a number. How much do you need? Click here to use our Retirement Calculator.

Retirement Planning

How much do you need to retire?

Your current situation
CHF
CHF
CHF
CHF
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
CHF:
You will need
CHF:

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.

How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?