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Retirement

Regaining lost time

Retirement is fast approaching, and it's the perfect time to treat yourself to the ultimate adventure. Find out how we can help you prepare for this new stage in your life with complete peace of mind.
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Planning

Enjoy a fulfilling retirement

Preparing for retirement raises many questions: how do I calculate my benefits? How can I save effectively? How can I prepare myself financially? Don't worry, we've got everything you need to ensure a smooth transition.

A few tips to help you plan ahead for your retirement

To continue your story, you can imagine that you need to consider the chapters of your life that have already been completed to better prepare you for the future. Whatever the case, our Bank is there to guide you.

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    Determine your income requirements

    Calculate the approximate amount you will need each month to maintain your standard of living after retirement.

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    Start saving early

    The earlier you start saving, the more time your finances will have to grow, thanks to compound interest.

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    Maximise your Pillar 3a contributions

    Contribute as much as you can to your Pillar 3a account each year to take full advantage of the tax benefits.

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    Diversify your investments

    Avoid putting all your eggs in one basket. Invest in various assets such as equities, bonds and index funds.

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    Regularly evaluate your retirement plan

    Review your savings and investment strategy regularly to take account of changes in your personal situation and market conditions.

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Pension analysis

A pension analysis gives you a complete overview of your future financial situation to plan more effectively and enjoy a comfortable retirement.

Well-managed assets mean more opportunities for you to enjoy them.

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Real estate

  • What level of debt can I maintain today and when I retire?
  • Country house or city flat?
  • Selling the house or passing it on to a child?
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Pension

  • Is it in my interest to make BVG/LPP buy-backs?
  • What tax savings will I benefit from?
  • What happens to my assets in the event of my death?
  • How are my assets divided?
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Family

  • How can I plan financially to cover the medical and care costs for myself and my family?
  • How can I preserve and pass on family values and my tangible and intangible heritage to the next generation?
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Succession

  • What strategies can I implement to reduce the tax implications when passing on my assets to my heirs?
  • How can I prepare my heirs to manage the estate effectively by providing them with the tools and information they need to take charge of my assets and financial responsibilities?

What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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