A positive and relaxed outlook to the future
Mutual trust is the core of every successful cooperation. Our financial / pension planning is as unique as you are, adapted to your needs and experience.
As we advise on a fee basis, neutral advice is guaranteed. Our approach is clearly structured and is always geared to the individual situation of your personal goals and wishes.
The first contact
The complimentary and non-binding initial consultation serves to understand your personal situation, your goals and to gather all necessary documents and data. Provided you are agreeable, will you thereafter receive our individual quote.
The consultation phase
Throughout the consulting phase will we answer any and all questions you may have and will clear possible uncertainties through clearly structured and comprehensible recommendations.
To ensure you always have an overview of your financial situation, we will provide you with a written retirement plan.
It is our goal that at the end of the consulting phase you know which steps you have to take, and at which point in time, in order to achieve your financial goals. We will however gladly be there to take you through each step of the way.
The consulting fields
The implementation phase
The implementation phase is deliberately detached from the consultation by us. This guarantees you an implementation free of conflicts of interest.
If, however, you would like to be supported by us, then we are happy to offer you consulting support. On request, we will accompany you to your bank or insurance appointment.
The individual support
A long-term partnership is close to our hearts[AH2] . It is therefore vital and our key goal to win and expand your trust through our discretion and professionalism.
Financialplanner.ch therefore recommends that we review your financial strategy at least once a year or in the event of a change in your life situation.
Your Financialplanner.ch Team