Financial and pension planning for private individuals has become increasingly complex. Akademis, together with its service partner Swiss Finance Service Center as an independent consulting firm, can put together the solution concepts that meet your individual needs.
The Consulting Process
1. first discussion:
Collection of your personal data and collection of your circumstances, interests and needs. Please bring the following documents with you to the initial consultation:
– Last policies & invoices of your active insurance contracts
– Pension fund statement and regulations
– Current account statement
– Current tax return
– Current payroll accounting
– Documents from which we can see the continued payment of wages and any accident coverage
– Savings ratio (income – expenditure incl. taxes and contributions to the 3rd pillar)
– AHV statement (can be ordered here)
Evaluation of the results and preparation of the expertise by your personal financial advisor.
Presentation of the results and logging of the further procedure according to the decisions you have made.
Your wishes will be professionally implemented for you.
5. regular check-up:
Have your circumstances changed? Do adjustments have to be made?
Thanks to our many years of experience in financial and pension planning, our service partner Swiss Finance Service Center can offer you tailor-made advice. In addition, we are networked with many specialists and partners in order to cover all necessary topics and to be able to offer the latest industry know-how.
competent partner for life
We develop a tailor-made solution concept not only in cooperation with you. We also accompany you through the different phases of your life and are always at your side with words and deeds. Finally, it is important that we can react appropriately and quickly to changes in your life.