Depending on the phase of life you are in, you have different questions and needs regarding your financial situation.
As the head of a family, you probably want to protect your family against risks, and by the time you reach your fifties, you will surely have questions about retirement. Learn about the topics that are relevant for you in your current life phase.
Security for young families
The birth of a child, the purchase of a home or a separation – far-reaching changes are a regular part of life in a family. And these changes can really turn family life on its head. It is important that the family’s financial security keep pace with the changes.
Security for retirement
Reducing your taxes while saving for retirement – that’s making more of your money and preparing for your financial future with confidence. Doing so is possible thanks to various tax breaks for occupational and private provision in the second and third pillars as well as for home ownership.
Occupational provisions
There is an optimal investment strategy for your capital. Optimal means an investment that precisely meets your personal needs for returns, security and availability. One that adapts as your needs change.
Personal consulting
No matter what your stage of life, we can offer you financial security. Do you have any questions about your individual financial situation? Our experienced insurance and financial experts will be happy to assist you.