Pension Provision & Insurances

Thanks to our many years of experience, we are able to prepare you for all eventualities and a happy future. You and your needs and wishes are always at the center of our considerations.





Pension Provision


You can only really enjoy your future if you make the right decisions today. We will help you find a pension solution that is tailored to your initial situation and sets the course for you to achieve your wishes and goals for your retirement.

  •  Preparation of your current pension analysis
  •  Advice on the first, second and third pillars
  •  Protection in the event of disability / death due to accident or illness
  •  Consideration of amortization options for home financing
  •  Analysis and optimization of your pension fund solutions
  •  Comparison of assets and liabilities
  •  Analysis of your initial situation and your existing insurance policies (personal and property insurance)
  •  Overview of benefits with evaluation of overinsurance or possible insurance gaps
  •  Price/performance comparison of different insurance providers
  •  Transparent premium comparison including cost savings overview
  •  Client-oriented price and contract negotiations

Insurances


With a large amount of different insurance providers, it's understandable that it's easy to lose track. We help you to find suitable solutions at the best conditions and ensure that you are not overinsured or even have gaps in your cover.




Do you have any questions about pensions and insurance or would you like to find out more about us in a non-binding initial consultation? Then make an appointment today