Your financial planning consulting firm

Innovative retirement planning with tailored individual support for your employees

We offer an analysis of the pension plan put in place and come with efficient optimization measures for both the company and the employees, while allowing decision-makers to concentrate on their activities and resources.

The success of a business depends on the well-being of its employees. To support their executives and employees, some companies wish to support them in certain stages of their lives, such as preparing for retirement. This is an important decision that needs to be carefully considered.

Grow your business with our pension advice

We offer customized solutions that not only improve the financial well-being of your employees but also ensure efficient cost management and regulatory compliance. Take advantage of our expertise to implement effective pension strategies, aligned with your company's objectives, while maximizing benefits for your employees.

Improves the well-being of your employees

By offering well-structured and tailored corporate pension provision, your company contributes significantly to the financial well-being of your employees, which translates into an increase in their satisfaction and loyalty. It can also improve morale and productivity because employees feel valued and secure about their future.

Effective cost management and regulatory compliance

Companies benefit from the advisor's expertise to navigate the complex regulatory and tax landscape of pension provision in Switzerland. This helps optimize costs associated with pension plans and ensure compliance with applicable laws, thereby reducing legal and financial risks.

Personalized and effective pension strategies

The company can access personalized pension solutions that are not only aligned with specific company goals but also designed to maximize employee benefits. This includes risk management strategies, detailed analyzes of existing plans, and recommendations to improve the performance and effectiveness of pension plans.

Our services for businesses

A trusted partner for your business

Pension solution

Offer of innovative and attractive comprehensive pension analysis and implementation solutions for the company and its employees.

Workshops for employees

Organization of training sessions to help your employees understand and use their foresight effectively.

Pension comparison

Comparative analysis of the different pension options available, helping you choose the solution best suited to your business.

Employee advice

Individualized advice to employees at each key stage of their lives, particularly in the event of dismissal, retirement, divorce or even real estate acquisition.

Value your business and your employees

By choosing our corporate pension consulting services, you invest in the well-being of your employees while strengthening the financial health of your company. Our expertise helps you establish pension plans that not only support your employees but also contribute to the growth and stability of your business.

Master business insurance with confidence

Our support helps you overcome regulatory complexities and financial challenges, ensuring effective and compliant pension solutions for your employees. Our interdisciplinary approach ensures that your company's pension plans are not only beneficial to your employees but also aligned with your company's overall strategy.

We run corporate workshops

Our educational conferences help your employees better understand and manage their personal finances, offering tools and resources for independent and efficient management of their savings, expenses and debts.

Foresight workshop

Offer your employees the opportunity to have a good understanding of the pension plan implemented within your company THE guiding towards informed choices for their financial security future.

Retirement planning workshop

Plan a peaceful and financially secure retirement. Our workshop provides personalized strategies and practical advice to optimize your retirement savings and anticipate future challenges.

Finance and fertility workshop

Master the essential aspects of your finances and taxation. This workshop introduces you to best practices for effectively managing your personal finances and optimizing your tax situation.

Client reviews

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.

Companies