Retirement planning
Private retirement planning: pillar 3a, protection and a clear plan
Together we plan your private retirement savings and your family's protection – clearly and tailored to your situation.
The Swiss pension system rests on three pillars: state provision (AHV/IV), occupational provision (pension fund) and private provision. PROFINIO helps you supplement the third pillar sensibly and keep your protection in view.
What we plan together
01
Save
- Pillars 3a and 3b
- Contribution strategy
- Review the tax effect
02
Protect
- Incapacity to work
- Death and family
- Coordination with the pension fund
03
Support
- Annual review
- Adjustments for life events
- Understandable summary
Adapting your provision to life events
Marriage, birth, a change of job, self-employment or a move change your retirement planning needs. We review your plan when such events occur and at least once a year.
Frequently asked questions
When is pillar 3a worthwhile?
That depends on your income, your pension fund and your goals. We show you the tax effect and possible alternatives for your situation.
Your finances and your administration do not have to be complicated.
Tell us about your situation and receive your personal PROFINIO plan.