Financial Security

Request your personal financial security assessment

The goal of a financial security assessment is to take a picture of your personal or family situation at a specific point in time. It can be used to answer a variety of different questions:

– what is the best way to save to be able to finance my future plans?
– how can I use my second pillar pension fund and a third pillar savings scheme to finance the purchase of my home?
– how should I prepare to cover the financial burden related to the death of a loved one?
– will I have sufficient savings to finance the education of my children?
– what compensation will I receive through the Swiss pension system if I can no longer earn income following an accident or illness?
– what will my Swiss retirement benefits be with my first and second pillar schemes?
– why is a third pillar savings scheme so important if I am planning to stay in Switzerland for at least ten years?

The financial security assessment is free and gives you an overview of your first, second and third pillar benefits in the event of retirement and loss of income in the event of illness or accident. It also gives you the amounts that are available if you wish to become a homeowner, start your own business or if you are going to leave Switzerland.

Complete the form and we will contact you for a face to face meeting or sign up for a free information session by clicking on the link below.