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Retirement Calculator

How much do you need to retire?

Using the retirement calculator below, you can find out whether you’re on track, over, or under for the retirement you want. 





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 (2023 based on 44 years)CHF: 29,400
  • Max. Years44
You will have
CHF:
You will need
CHF:

How we calculated your results

This projection uses fixed assumptions for tax, inflation and investment returns at retirement to calculate how much you will need to retire/become financially independent.

Next Steps

Shortfall? Not ideal, but at least now you know, and it's time to start doing something about it.

Over what you need for retirement? Great, but you're not there yet!

In either case, if you can optimise and either retire sooner (or with more money), there's no reason not to.

We can help you model different scenarios, tailored to your unique situation. Different countries, different income levels, and early retirement all mean different currencies, inflation, and tax considerations.

Every day you wait is one less day to save for retirement. Take action now - get in touch with us here or call us on +41 (0) 44 552 12 12 to take ownership and secure your future.

How to use this retirement calculator

  1. Enter your current age, income after taxes, current savings, and how much you save each month (after bills and expenses).
  2. Average return on savings = For example, assume 1% for cash, 5% for investments, or 3% if you have a mixture of both.
  3. Next, enter the amount of your current income you would like at retirement. For example, someone receiving CHF 10,000/month may want CHF 6,500 - or 65% - of their current income at retirement.
  4. Lastly, enter the number of 1st pillar contributions you will have made by retirement. For example, if you've paid 5 years' 1st pillar contributions until today, and expect to pay in for a further 20 years, enter 25 years. Based on the Swiss state pension.

Your targets

  1. Enter the age you would like to retire.
  2. Use the Age slider above to increase and decrease the age; when the bar chart showing 'You will have' and 'You will need' are the same, that is your expected age of retirement.

Download your retirement calculation

Enter your details into the form below and we'll send you your free retirement calculation.

Thank you

Congratulations! Your personal retirement calculation is on its way to your email inbox.

Take time to digest the information, then take action - get in touch with us or call us today at +41 (0) 44 552 12 12.


Download your retirement calculation