Our certified retirement planners will discuss your current pension situation with you and explain the opportunities and risks of the different options for financing your retirement. Helvetia will assist you in the transition to retirement, lending you advice and support with difficult decisions. To ensure you achieve your objectives, Helvetia will reassess your situation at regular intervals and take into account any changes that may have occurred in your life. A consultation can make sense as early as age 50 – because the sooner you start planning for your old age, the more likely you are to be able to achieve your goals and live your dreams after retirement.
Of course, Helvetia can plan your retirement with you once you have reached the age of 50. We always tailor our consultation to your particular needs.