Don’t wait to plan!
Retirement is not just about age!
There are several things to consider when assessing your personal situation to determine your needs.
Plan your retirement in complete freedom
If you change employers, your assets can be transferred to a vested benefits account. Given the interest rates of the BVG funds, it is often more attractive to use a vested benefits account.
Just because there is a minimum rate does not mean that all funds are the same. The difference over your entire career will be counted in tens of thousands of francs. We can advise your company to offer the best solution for your employees.
The social system is based on the three pillars. If you only have 2 pillars (AVS and LPP), you will inevitably have a significant gap when you retire. We can advise you on a third pillar bank or insurance.
The social system is one thing. But you can also capitalize more to plan for the future.
Retirement is not just about age!
There are several things to consider when assessing your personal situation to determine your needs.
Place Bel-Air,
Geneva 1201
Monday – Friday : 9am – 6pm
Your trusted partner for all situations
FINMA : 32293
Cicero : 28603
ARIF : 36450