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My Prices

Pension consultancy

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

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

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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