3RD PILLAR SWITZERLAND
We take care of your private financial planning
OUR EXPERTISE
Tailor-made solutions
Every client's situation is unique. Therefore, we provide the right solution for each situation. Our clients trust us because they know we take their needs into account. Contact us to set up a meeting or get a quote.
3RD PILLAR A
Tax deductible private retirement plan
Stop loss / protected capital
Investment strategy for higher return
Tax deductible up to CHF 6'883.- per year
Blocked until retirement, unless
Buying a family house/appartment​
Definitively leaving Switzerland
Can be combined with life and/or invalidity insurance​
3RD PILLAR B
Free private saving plan
Tax free capital growth
Unlimited access to capital
No contribution limit
Capital protection in case of death and/or disability
LIFE INSURANCE
The best protection for your family
Protect your family in case of a fatal event