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Retirement planning

Secure your future with
to old age provision

Approach retirement with confidence thanks to our pension support. We help you  understand and make the most of it  your pension plan, structure your assets and establish appropriate savings and investment strategies, thus guaranteeing a peaceful future and a comfortable standard of living in retirement.

Optimize your retirement provision as best as possible

We help you increase your retirement savings, minimize your taxes and ensure a smooth transition to retirement. Benefit from a tailor-made strategy that aligns with your personal goals and enjoy a comfortable and financially secure retirement

Financial security in retirement

Ensure a comfortable retirement with sufficient financial resources to maintain the desired standard of living.

Optimized taxation

Minimize the tax impact on retirement savings and retirement income to maximize available resources.

Personalized strategies

Take advantage of an old age provision strategy adapted to your personal needs and objectives, we take into account possible changes and your individual preferences.

Our services

Personalized solutions for a fulfilling retirement

Our expertise covers all aspects of retirement provision, from tax advice to investment strategies, including financial planning, estate planning and wealth management.

Pension advice

Help to maximize retirement savings, reduce taxes, help in choosing the methods of exiting accumulated assets (annuity or capital).

Financial planning

Tailor-made and innovative strategies for a truly retirement serene  and fiscally  efficient.

Life insurance & protection advice

Advice on life insurance and pension products for additional protection.

Tax rulings advice

Guidance to obtain favorable tax rulings and clarify your situation as best as possible.

Wealth management advice

Strategic management of your assets and assets to maximize their values.

Tips for avoiding tax pitfalls

Highlighting what is feasible and what is not in terms of tax optimization for your peace of mind.

Tax advice

Expertise in LPP, vested benefits, 3rd pillar, for tax-advantaged insurance.

Financial planning & succession

Built-in plans for a smooth transition to retirement and beyond.

Understanding the pension system

The Swiss pension system, with its three distinct pillars, is the key to a comfortable and secure retirement, but its complexity can often seem daunting. At Impact Financial Engineering, we decipher the subtleties of this system for you, guiding you step by step through AVS, occupational pension provision (LPP) and linked individual pension provision (3A) or free pension provision (3B).

Avoid costly mistakes in foresight

Avoid common mistakes in foresight due to limited understanding or lack of interest. Our team enlightens you on the potential of your pension plan, revealing strategies to effectively reduce your tax base and optimize the organization of your assets, thus ensuring retirement management that is both informed and successful.

What our clients say

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.