Financial and pension planning

Financial and pension planning



Have you ever asked yourself how you will structure your pension and whether your assets are sufficient for this? As an independent advisor, we will prepare a comprehensive financial plan for you and advise you on topics such as pension or capital / BVG purchases / etc.

Our services include

  • Preparation and discussion of financial plans in various scenarios
  • Advice on pension fund solution upon retirement (lump sum withdrawal or pension)
  • Tax optimization of withdrawals from BVG and pillar 3a funds

Why you should choose apo treuhand:

  • Individual composition of our services adapted to your needs
  • Fair and transparent price / service offer
  • Your direct contact person is always the client provider
  • Reliability and punctuality are always our top priority

Contact persons

1 of 4 contacts