CONSULTING ON OLD AGE PROVISIONS

Long-term planning

In view of the continuing reduction of benefits in our social insurance system – especially in national and company provisions for old age – personal responsibility is becoming increasingly important. This especially applies to people whose retirement still represents a distant prospect. Keep yourself informed early enough about your options to fill possible income gaps. Just think about compound interest!

Whether you are in pursuit of a professional career, started a family, live together with a partner without being married or have entered any kind of financial responsibility – you are well advised to obtain a comprehensive analysis on a neutral basis in order to be able to protect yourself against unforeseen events or to optimise your provisions for old age.

Regular check-ups

Every few years, your personal provisions for old age should be reviewed in order to make sure that they are in line with changes in legal or tax-related basic conditions.

Competition among financial institutions and insurance companies is becoming increasingly fierce and their range of products ever more complex. This is why we have decided to offer comprehensive, fee-based consulting also in the area of old age provisions. This ensures that we are under no pressure to offer commission-based solutions.