Private Consulting – Pension and Wealth Planning
Pillar 3a, retirement planning, wealth building, mortgages and physical gold: we develop your personal financial strategy – independent, tax-optimised and in plain language.
Your advantages with Golden Consulting
Financial planning that understands your taxes, your pension and your goals.
Holistic
Fiduciary, tax and pension expertise combined – your whole financial picture in one place.
Independent
We compare products from many providers and recommend only what fits your goals.
Personal
Clear answers instead of jargon – personal support in four languages.
Tax-optimised
Every recommendation is checked for its tax impact – so more of your money stays with you.
Our services for private clients
From the third pillar to home ownership – everything for your financial future.
Pillar 3a
Save taxes while building your retirement: we find the right mix of account, insurance and fund solutions for you.
Request adviceRetirement Planning
We analyse AHV, pension fund and private savings, and show you how to maintain your standard of living in retirement.
Request adviceWealth Planning
Individual strategies for sustainable wealth building – aligned with your life goals and risk tolerance.
Request adviceMortgage Consulting
The path to home ownership: we compare providers, plan equity and monthly costs, and secure the best conditions.
Request advicePhysical Gold (Flexgold)
Crisis-proof tangible assets from the SOLIT Group: invest in physical gold flexibly and from small amounts.
Request adviceIndividual Consulting
Your situation changes – we adapt: personal support for your private and professional goals, reviewed regularly.
Request adviceHow it works
From the first conversation to ongoing support – in four clear steps.
Analysis
We record your financial situation, goals and existing solutions – free of charge and without obligation.
Strategy
You receive a clear, tax-optimised plan with concrete product recommendations.
Implementation
We take care of applications, contracts and the coordination with providers.
Ongoing support
We review your strategy regularly and adjust it to new life situations.
Why Golden Consulting?
As fiduciary and tax experts we see what pure product sellers miss: your pension, your taxes and your wealth belong together.
- Pension, taxes and wealth planned together – not in isolation.
- Personal advice in four languages: German, English, Vietnamese, Chinese.
- Independent: we work for you, not for a product provider.
- Digital management with Odoo – transparent and efficient.
- First consultation free of charge and without obligation.
Our Partners
We work with selected, leading partners to always provide you with the best solutions and offers.
Frequently asked questions
Contact Us for a Non-Binding Consultation
Use our contact form to arrange a personal consultation appointment – free and without obligation. Together we analyze your needs and find the perfect solution for your company. We look forward to hearing from you!
The General Terms and Conditions of Golden Consulting GmbH apply to all our services.