Financial and pension planning

Financial and pension planning

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Offer

Have you ever asked yourself how you will structure your pension and whether your assets are sufficient for this? As an independent advisor, we will prepare a comprehensive financial plan for you and advise you on topics such as pension or capital / BVG purchases / etc.

Our services include

  • Preparation and discussion of financial plans in various scenarios
  • Advice on pension fund solution upon retirement (lump sum withdrawal or pension)
  • Tax optimization of withdrawals from BVG and pillar 3a funds

Why you should choose apo treuhand:

  • Individual composition of our services adapted to your needs
  • Fair and transparent price / service offer
  • Your direct contact person is always the client provider
  • Reliability and punctuality are always our top priority

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