Clear answers to questions on retirement. When it comes to your own retirement, many questions arise. Helvetia retirement planning is based on your personal situation and helps you achieve your goals and wishes. Our experienced pension planners will give you a comprehensive and long-term assessment of your situation as well as clear and simple documentation.
Our pension planners perfectly tailor your income, budget and asset planning to your individual situation far beyond your retirement. All your questions can be answered in a personal retirement planning consultation.
There is no one-size-fits-all answer to this question. The choice of pension or capital depends on your personal goals and wishes, as well as your family and financial situation.
We work with you to analyse your current situation and take the necessary precautions. In an ongoing consultation process, our certified advisors make use of defined checkpoints (benchmarks) to assess whether adjustments or reorientations are necessary based on how situations may have changed, and if so, what these precise changes should be.
In order to maintain your accustomed lifestyle even after retirement, we recommend planning early and carefully. Nevertheless, you can benefit from our Helvetia retirement
planning at any time.