Private Consulting - Retirement Planning and Wealth Management
Secure your future.
In a constantly changing world, it is essential to secure your financial future solidly and for the long term. With our private consulting, you will receive tailored solutions that put your individual goals at the center β for more security and growth.
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Tax-optimized solutions for your retirement planning.
Your retirement planning is not only a matter of securing your future but also of tax optimization. With the third pillar, you are utilizing one of the most efficient ways to prepare for the future while saving on taxes.
π― Benefit from tax advantages through the third pillar.
π― Building a solid retirement plan that is optimally tailored to your needs.
π― Support in selecting the right products, whether it's an account, an insurance solution, or a fund investment.
Mortgage Consulting
The path to home ownership
Owning a home is a big step β we make it plannable and secure for you. With our mortgage consulting, you will find the financing that perfectly fits your needs and possibilities.
π― Comprehensive advice when choosing the right mortgage β whether fixed interest, variable, or LIBOR-based.
π― Support in planning equity capital and monthly payments.
π― Comparison of different providers to secure the best conditions for your financing.
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Wealth Planning
Strategies for sustainable wealth building and growth
A well-thought-out wealth-building plan is the key to long-term financial success. Together, we develop individual strategies that optimally use your resources and enable sustainable growth.
π― Long-term planning of your wealth building and targeted growth strategies.
π― Optimization of your financial resources through individual investment strategies.
π― Alignment of your asset structure with your life goals and risk tolerance.
Pension Planning
Secure into retirement
A worry-free retirement requires early and holistic planning. We analyze your current situation and develop strategies that will ensure your quality of life in retirement.
π― Detailed retirement planning considering all pension elements.
π― Analysis of your future income situation from AHV, pension funds, and private pension schemes.
π― Strategies to maintain your quality of life even during retirement.
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Individual Consulting
Personal support for your private and professional goals
Every person is unique, and the same applies to their financial situation. Our advice flexibly adapts to your life goals and supports you with every new challenge.
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π― Personal support tailored to your private and professional goals.
π― Flexible and understandable solutions that adapt to your life situation.
π― Regular review and adjustment of your strategies to current developments.
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Physical Gold β Crisis-Proof and Affordable with Our Product from the SOLIT Group
With Flexgold, you can now easily invest in physical precious metals at real-time prices via an app and benefit from gold, silver, platinum, and palladium.
Discover a new dimension of investing in physical precious metals with Flexgold. We offer you flexibility and transparency like never before. With value-retaining real assets, securely stored in Switzerland and always available, Flexgold is the ideal choice for every wallet.
βοΈ Transparency
βοΈ Digital management
βοΈ Physical redeemability
βοΈ Flexibility
βοΈ Cost-efficiency
βοΈ Security
Plan Your Future Today!
Secure your financial freedom with our professional support. Arrange a non-binding consultation appointment now. Fill out our contact form or call us directly β we look forward to helping you realize your goals.
Our Partners
We work with selected, leading partners to always provide you with the best solutions and offers.
Contact Us for a Non-Binding Consultation
Use our contact form to arrange a personal consultation appointment β free and without obligation. Together we analyze your needs and find the perfect solution for your company. We look forward to hearing from you!