Financial planning

Financial planning is built on 4 pillars:
understanding, deciding, protecting and adapting.

Assessing
and comprehensive overview

  • Personal, family and professional circumstances
  • Income, expenses, assets, liabilities and tax position

    • Protection and optimisation

  • Protection against financial risks, including death, disability and loss of earning capacity
  • Tax and pension optimisation: OASI (AVS), pension fund (Pillar 2) and Pillar 3 accounts or insurances

    • Life goals and strategy

  • Personal and family plans
  • Home ownership, financial independence, retirement and wealth transfer Implementation and ongoing review

    • Implementation
    and ongoing review

  • Structuring your savings and investments
  • Regular adjustments as your circumstances evolve
    • Visualisez une projection financière
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