Protect what you love with the right Pension Planning

A tailored pension solution protects you and your family and allows you to save money thanks to tax privileges. Our specialists find the best pension solution for your needs.

Benefit from independent advice on pension planning

Our specialists assess, together with you, whether you are already sufficiently protected or if there is a need for action. We explain to you the different models of pension planning in detail and, if required, find the optimal pension planning solution for your needs.


1. Contact

You contact us and your personal advisor immediately schedules an advisory meeting with you.


2. Advice

Together we define your optimal pension planning strategy and choose the best offer.


3. Closing

You receive the contract and all documents related to your pension planning solution.

The steps above are the same for new mortgages, refinancings, own homes and income properties.

Your benefits

  • In-depth analysis of your current pension planning situation
  • Independent and transparent advice on pension planning
  • Complete overview of the market and widest range of products
Pension info

Why is a reliable pension planning solution so important?

Especially for mortgage borrowers it is very important to have a suitable pension planning solution. Have you ever thought about what would happen to your mortgage if you, due to illness or accident, suddenly had much less income at your disposal? In a hardship situation like this, it is possible that the affordability required for refinancing your mortgage is no longer given. Fortunately, such risks can be minimized with the right pension planning solution. In a free of charge advisory meeting, our specialists will gladly advise you on an optimal solution that meets your needs.

Financial advice 2.0 / Complete independence

Tages-Anzeiger Press

...thank you again for the competent and informative advisory meeting...

Philipp D. Customer feedback

Financial services in times of consumer protection

Finanz und Wirtschaft Press