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Free Consultation

Pension consultancy

PENSION CONSULTANCY

Discuss customer requirements

Explain options available

Agree next steps

Meeting duration approx. 1hr

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OASI

CHF 0.- / h

TAX OPTIMISATION

Tax optimisation

Discuss customer requirements

Explain options available

Agree next steps

Meeting duration approx. 1hr

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2a  2b

CHF 0.- / h

FINANCIAL ADVICE

Financial advice

Discuss customer requirements

Pre-requisites for investing

Understand compound interest

Determine customer risk profile

Agree next steps

Meeting duration approx. 1hr

3a  3b

CHF 0.- / h

Contact for Free Consultation

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