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3rd Pillar

Your advisor to choose
your 3rd pillar

The 3rd Pillar is a key element of retirement provision in Switzerland, offering significant opportunities for tax savings. Whether you are an independent professional or an employee, understanding and using the 3rd Pillar intelligently can significantly improve your future financial security.

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Why open your
3rd pillar with us?

Opting to open your 3rd pillar based on our advice means benefiting from unrivaled expertise and a personalized approach that perfectly aligns your current situation, your projects, and your retirement strategy with your financial objectives.

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Personalized advice and precise information

Unlike large institutions, our independent firm offers you personalized advice tailored to your unique situation. This tailor-made approach makes it possible to identify the most suitable 3rd Pillar solution, taking into account your objectives, your risk profile and your retirement prospects.

Flexibility and independence in investment choices

Our advice is not guided by the products of the different players who offer 3rd pillar solutions. We will advise you on the best solution based on your age, your family and professional situation, your appetite for financial risk and your objectives. In other words, we will not offer a bald person a comb.

In-depth expertise in taxation and regulation

Tax and regulatory expertise is crucial to effectively navigating the 3rd Pillar. We can provide you with specialist advice on how to optimize 3rd Pillar tax benefits, taking into account the latest legislative and tax developments, to maximize long-term savings.

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Our services for your 3rd pillar

Our tailor-made approach helps you maximize your retirement savings and fully exploit the tax advantages offered by the 3rd pillar.  

Complete analysis

Assessment of the conformity of your current situation with the regulations of the 3rd Pillar in accordance with legal and tax standards.

Personalized strategy

Development of a contribution strategy specific to your financial situation and your retirement objectives, maximizing tax benefits.

Comparison and selection

Comparative analysis of the 3rd Pillar options available on the market to select those that best suit your personal goals.

Withdrawal Plan

Strategic advice on the timing and method of withdrawing your 3rd Pillar to maximize tax benefits during your transition to retirement

The 3rd pillar goes beyond simple retirement savings

Our expertise helps you choose the best solution for 3and pillar A and 3rd pillar B, aligning your planning with your personal and professional goals, thereby maximizing your economic and tax benefits.

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Many people underestimate the complexity of the 3rd pillar

Many people underestimate the complexity of the 3rd Pillar. We help you avoid common pitfalls, like withdrawal timing errors or inadequate product choice, ensuring your retirement strategy is both safe and profitable.

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What our clients say

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Tell us about your project

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

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