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3RD PILLAR SWITZERLAND

We take care of your private financial planning

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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.

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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

Pot de don
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LIFE INSURANCE

The best protection for your family

  • Protect your family in case of a fatal event

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CONTACT US

Thank you! We'll be in touch soon.

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