Offer
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