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How can I save on taxes? Can I still afford to stay in my home after I retire? Later should I take my pension or a lump sum? In life, we face many financial questions. This makes it all the more important to have a reliable partner who can give you an overview of all the numerous options available to you.
Our independent financial planning offers you exactly that – impartial and commission-free advice that is aligned solely with your goals and needs. Our advisors work with you to draw up a tailored financial plan for your financial future to ensure that you can achieve all your dreams.
Whether you are starting a career or a family or are looking to retire, independent financial planning offers you valuable support at every stage of your life. Together we will gain a clear picture of your financial situation and show you different perspectives and options for saving taxes, the right way to save for your future and what assets should be used for which purposes and when to use them.
Regardless of whether you have questions about retirement planning in a blended family, how to afford your current home once you get older or about tax and retirement savings as an expat, independent financial planning will help you through each stage of your life.
It depends on your personal needs and how many services you’re interested in. Our transparent fee model ensures that you pay only for the advice you want and not for the products you choose.
The right financial expert is the person who understands your financial goals and uses this understanding to help you find solutions. At AXA, we work exclusively with certified experts who can offer you independent and competent support.
It offers comprehensive support for all your financial questions. Our experienced experts can help you with various topics, such as retirement planning, taxes and saving for the future, wealth structuring, home financing and inheritance. From questions about early retirement to tax optimization and the best possible use for your savings rate, we’re here to find you personal solutions and protect your financial interests.
The purpose of the three-pillar pension system is to provide financial security for people in Switzerland in their old age and in the event of disability or death.
By making voluntary payments into a Pillar 3a solution with contribution and withdrawal limits or a Pillar 3b flexible solution, you can largely close income gaps in Pillars 1 and 2.
If you want to build your savings for retirement reliably and over the long term, you’ll do best with targeted investments in diversified shares.
