Financial planning

Services / Financial planning

The von Ehrenberg AG can help you to eliminate financial existence-threatening risks. A financial planning should be adapted to the term you want / planned to stay in Switzerland and even if the plans are going to change you should still be flexible.

What could financial planning be?

Checking your pension because of sickness, accident and retirement

Checking tax saving products on the term you would like to stay in Switzerland

Strategy advises for investments of how to separate risk and safety and why this should not be mixed.

Marriage / Separation have several impacts on the taxes and pensions. In Switzerland the separation could be announced at the tax office before it is fixed by the court

If you are doing huge financial transactions, we can help you with buying property, renovations, early retirement, lump sum payments to the 2nd pillar, stopping work for several months.