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My Prices
PENSION CONSULTANCY
Organisation of OASI statement
Minimum contribution payments
Calculation of projected pension
Refund of OASI payments
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OASI
CHF 150.- / h
TAX OPTIMISATION
Transfer of pension fund assets
Transfer fee of 1%:
- Min. fee of CHF 500.-
- Max. fee of CHF 3'000.-
Investment of pension fund assets
Running fee of 0.45%
2a 2b
CHF 500 - 3'000.-
FINANCIAL ADVICE
3 meetings @ 1h (1st meeting free)
Risk profile
Financial analysis
Asset allocation
Investment products
Trading platform configuration
Investment dashboard
3a 3b
CHF 750.-
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