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A new approach for the era of modern retirement planning.


Integrated retirement planning for the life you want to lead.


„Retirement planning isn’t a static number in a spreadsheet; it’s the freedom to enter the next chapter of your life with the exact momentum you’ve worked so hard to build.“

Bruno Litvic
Co-founder of Conseillers Suisse SA
How it Works

Retirement plans are only the beginning.

Preparing for the future means building the momentum for everything you still wish to achieve. Your retirement years promise the fulfillment of the goals you have worked so hard for—yet they also bring many questions. Your pension fund is only one piece of the overall puzzle. Begin with a partner who understands the mechanics of wealth planning and can channel your momentum, allowing you to transition into retirement with complete confidence.

Tailored Pension Solutions for Your Future

Successful retirement planning begins with a clear strategy. We develop pension solutions that are precisely aligned with your life situation, goals, and financial possibilities—enabling you to shape your retirement with financial independence and autonomy. 

Holistic Planning Across All Three Pillars

A secure retirement starts with a clear strategy. We create tailored solutions designed to fit your unique circumstances and financial goals, giving you the freedom to enjoy a retirement defined by independence and self-determination.

Tax-Efficient Retirement Strategies

Strategic planning is the foundation of successful retirement. We develop bespoke solutions precisely tuned to your life and resources, ensuring you can lead a retirement that is both financially independent and entirely on your own term. 

Long-term security and financial independence 

Our goal is to create a resilient financial foundation for your future. Through structured retirement planning, we ensure your assets are protected for the long term, empowering you with the financial freedom you deserve in retirement.

Expert support for a dynamic retirement landscape

Our planners analyze a broad spectrum of your financial life that impacts your retirement—moving far beyond just an investment strategy. They leverage a comprehensive arsenal of tools and expert resources to evaluate your wealth, income, and savings. In doing so, we guide you securely toward your desired retirement and a stable financial future.




A holistic approach to wealth management

To maximize your wealth as effectively as possible, your entire financial life – investment statistics, taxes, insurance, retirement planning, and estate planning – must be interconnected in a holistic approach. Your personal financial planner coordinates with a team of experts to piece together these various components into a complete picture. This opens up new avenues for you to build, grow, protect, and preserve your wealth.

Financial Planning

Our holistic approach unites all aspects of your finances.

Retirement Planning

Create a roadmap for a retirement you can truly look forward to.

Investment Management

Independent advice that serves only your interests.

Insurance Guidance

Expert check: Which insurances are necessary and which are unnecessary?

Tax Planning

Discover tax-efficient strategies to secure your wealth.

Estate Planning

Plan ahead: Estate planning to protect what matters.

Financial planning resources

Tools and strategies for your financial success

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