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2nd Pillar

Improve your retirement benefits with Pillar 2

The 2nd pillar is a crucial element of your old age provision. We provide you with advice to help you understand the benefits. Our personalized approach integrates investment strategy and tax optimization, allowing you to save on your taxes and improve your retirement benefits.

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The benefits of effective management
from the 2nd pillar

Find out how to take full advantage of your 2nd pillar by optimizing your taxes and finances for retirement.  

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Save on your taxes

Use your 2nd pillar to reduce your taxes thanks to our tax expertise.

Improve your retirement benefits

Improve your retirement income through effective management of your 2nd pillar.

Use the Swiss system to your advantage

Benefit from expert advice on managing your 2nd pillar to achieve your financial goals in retirement.

Our areas of activity

Optimize your retirement thanks to the 2nd pillar

Complete analysis

Complete evaluation of your 2nd pillar to determine the best optimizations, taking into account your situation and your objectives.

Withdrawal & transfer strategies

Personalized advice to optimize your withdrawal or transfer decisions, maximizing financial and tax benefits.

Free passage account placement

Recommendation of the best vested benefits account for investing your 2nd pillar for optimal growth of your capital.

Tax optimization

Identification and implementation of all available tax optimizations to maximize your 2nd pillar and reduce your tax burden.

Unemployment council

Adaptive strategies for the protection and management of your 2nd pillar in periods of professional uncertainty or unemployment.

Early retirement planning

Specific advice for integrating your 2nd pillar into an early retirement plan, assessing the financial and tax implications.

Retirement options advice

Exploration and comparison of the different retirement options related to your 2nd pillar, to guarantee you an informed and advantageous decision.

Job change advice

Support in the restructuring of your 2nd pillar during professional transitions, ensuring the continuity and effectiveness of your pension plan.

Optimize your
2nd pillar

Benefit from our advice to understand the advantages of the 2nd pillar, an essential step for a more peaceful and financially secure retirement. We help you navigate the complexities of the Swiss system, providing you with personalized strategies to increase your finances in retirement.

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Avoid costly mistakes

Avoid common mistakes in 2nd pillar management, such as poorly informed withdrawal decisions or poor tax planning. Our advisors guide you to make informed decisions, protecting you against potential pitfalls to avoid.  

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A unique and independent approach

Unlike large institutions, our independent firm offers you solutions in your unique interest. Our very rigorous approach is carried out in close collaboration with you. It is oriented towards a good understanding of your desires and goals. This is how every important decision will be placed in the context of your overall material situation.

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What our clients say

Client reviews

Tell us about your project

Our advisors are available and attentive to your project. Book an appointment to learn more about our services and find out how we can help you.

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