The more precisely you can demonstrate your financial situation to our experts, the more individual and exact the advice. The following documents – as up to date as possible in each case – should be available for financial planning or a retirement strategy:
AHV card and AHV account statement (or IK statement)
Retirement provision certificate, retirement provision regulation and retirement provision strategy
Tax certificates for any accounts or insurances under the third pillar
Statement for your vested benefits accounts (if you are not affiliated with a pension fund)
Tax return incl. securities list and current market value of properties and land for construction
Mortgage contracts and insurance policies
Marriage and inheritance contracts, will
If available: current and future budget planning