Secure your future with tailored retirement strategies designed for expatriates and Swiss residents.
Retirement planning goes far beyond simply setting aside money. It’s about creating a comprehensive strategy that ensures financial independence, protects your assets, and allows you to enjoy the lifestyle you envision once you stop working.
At Private Client Consultancy Switzerland, we help you determine your retirement goals and develop a roadmap to get there.
This includes assessing current assets, identifying income sources, calculating future needs, and building in contingency plans for changing circumstances – all within the complex Swiss and international tax landscape.
Whether you plan to retire in Switzerland, relocate abroad, or return to your country of origin, we provide cross-border retirement planning expertise tailored to expatriates. Switzerland’s pension system – including AHV (1st pillar), occupational pensions (2nd pillar), and private savings (3rd pillar) – is just one part of a broader financial puzzle for many international clients.
Our advisers can help you integrate Swiss pension benefits with international savings, optimise tax implications, and ensure that your retirement income strategy remains efficient, flexible, and aligned with your long-term goals.
Everyone has their own vision of retirement. You may want to spend more time with your family, travel extensively, volunteer, or even start a business. Our role is to make sure you have the financial confidence and freedom to pursue that vision.
We build personalised plans that:
Cross-border pension consolidation and withdrawal strategies
Swiss 2nd and 3rd pillar guidance for expats and residents
Tax planning to maximise retirement income
Asset allocation and investment management
Lifetime income forecasting and scenario planning
Protection against longevity and healthcare risks
Retirement shouldn’t be left to chance. With expert support, careful planning, and a clear financial strategy, your ideal retirement is within reach.
Contact our Switzerland office today to speak to a qualified Wealth Adviser and explore how we can help you retire with confidence, clarity, and peace of mind.
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