- Tax returns
- Advice on the optimisation of taxes under consideration of the pension fund
- Advice on property taxation, including deductibility of expenses and property gains taxes
- Optimisation of the tax burden for heirs
- Identifying potential for optimization
- Budgeting and liquidity planning
- Defining investment and risk preferences
- Personal and property insurance
- Financing home ownership: equity, mortgage and amortization thereof
- Tax-optimized transfer of assets from company to private wealth
- Evaluating early retirement
- Voluntary purchases of pension benefits
- Pension fund: lump sum or pension
- Optimal timing for AHV pension
- Estate planning (advance directive, testament, etc.)
- Developing strategies to protect your wealth
- Transparency regarding benefits in case of death and disability
- Identifying insurance gaps