Pension planning

That nice feeling of being financially secure

Not many people know how well covered they would be if they have an accident or become seriously ill. It is especially important to have answers to these questions when buying a home, becoming self-employed, working part-time or starting a family.

Check the situation for you and your loved ones in the event of something happening and whether you are getting the most out of your retirement plan. This free-of-charge check will provide some initial answers.

My customers’ retirement plans are on a strong footing.

Selina Wyss
Retirement Specialist
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Free-of-charge first consultation
Important questions about pensions
Do I have sufficient financial cover?
How do I get the most out of my pillar 3a?
Vested benefits: How do I improve my returns?
Do we have sufficient cover as a cohabiting couple?
Life insurance: What do I need to know?
How should I organise my pension if I work part time?
Self-employment: Have I organised my pension ideally from a tax perspective?
What do I need to pay attention to as a home owner?
LGBT: What does "Marriage for all" imply for us?
Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Arrange an appointment
Our offering
Pillar 3a with ETFs

At VZ, we invest your 3a assets in the best ETFs and index funds. Thanks to our low fees, you can boost your returns by thousands or even tens of thousands of francs over the years.

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Pension planning

Have you bought a home? Just got married, had children or changed job? We will check whether you and your surviving dependents would be financially secure if anything happened to you.

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Pillar 3a with individual stocks

With this pension solution, you can benefit from the return opportunities presented by individual stocks, while building up your assets over the long term.

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Vested benefits

We help you invest your vested benefits assets cost-effectively and in line with your requirements. You can then later withdraw your money in a highly tax-efficient manner.

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Saving with ETFs

With our flexible ETF savings plan, you can build up your wealth in a cost-efficient way – whether for your old age or a major purchase.

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Pension planning expertise and resources
Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Arrange an appointment
Award

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VZ VermögensZentrum is awarded by "Bilanz".

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