Offer
Have you ever asked yourself how you will structure your pension and whether your assets are sufficient for this? As an independent advisor, we will prepare a comprehensive financial plan for you and advise you on topics such as pension or capital / BVG purchases / etc.
Our services include
Preparation and discussion of financial plans in various scenarios
Advice on pension fund solution upon retirement (lump sum withdrawal or pension)
Tax optimization of withdrawals from BVG and pillar 3a funds
Why you should choose apo treuhand:
Individual composition of our services adapted to your needs
Fair and transparent price / service offer
Your direct contact person is always the client provider
Reliability and punctuality are always our top priority