Services · 02 / 05
Pensions and retirement planning
Pillars 1, 2 and 3 properly aligned, so that retirement holds no surprises.
A pension shortfall only becomes obvious once it is too late to close it. Someone who knows where they stand at forty still has every option; someone who finds out at sixty-three has almost none.
We add up your OASI (AHV), pension fund and private provision and show you what income is realistic. Then we work through what can be moved and at what cost: buying into the pension fund, Pillar 3a, staggered withdrawal, partial retirement.
What is included
- Pension analysis across all three pillars
- Calculation of the pension shortfall
- Review of pension fund purchase
- Pillar 3a optimisation
- Planning for partial and early retirement
Questions? We are on the phone.
No form needed. Just give us a call.