Services in the area of pension and pension planning

We advise you on the options for private and company retirement provision. We help you find the right investment strategy for your retirement planning.

Private pension

Occupational pension scheme

Tailored investment strategies

Pillar 3a, 3b and occupational pension provision

With various options, such as Pillar 3a, 3b and occupational pension plans, it can be overwhelming to understand where you should start and how you can make the right decisions for your future.
If you don't plan your retirement properly, it can lead to financial uncertainty and uncertainty in your golden years.

At The Valencia Company, we offer expert advice in the areas of retirement planning and retirement planning that is tailored to your individual needs and future wishes.

Our pension and retirement benefits include

Tailored for your journey to a secure and successful retirement

Your prosperity is our priority. Start planning today
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Private pension

We advise you on the various options for private retirement provision, such as Pillar 3a, Pillar 3b and Pillar 3c. We'll help you find the right strategy for you so that you can build up financial security for your retirement.

Occupational pension scheme

We advise you on occupational pension options, such as pension funds and pension insurance. We will help you find the right strategy for you so that you can build up financial security for your retirement.

Tailored investment strategies

Our experts will help you develop a personalized investment strategy and ensure that your retirement provision is robust, tax-efficient and tailored to your risk tolerance.

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Why choose The Valencia Company for your retirement plans?

The financial plan forms the basis for all further decisions and measures. The finance coach prepares the financial plan in collaboration with the customer. The individual needs and options of the customer are taken into account. This includes:
Tailored advice
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Expertise in the Swiss pension system
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Financial security of the future
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The risk of inadequate retirement provision

Inappropriate or inadequate retirement provision can have significant long-term consequences
Financial uncertainty
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Missed opportunities
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Uncertainty and stress
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Do you have any questions?

Frequently asked questions about pension and retirement

Retirement planning is not just about saving, but also about developing strategies for a comfortable and secure future.
1. What are the different types of private pension plans and how do I choose the right one?
2nd How important is a company pension scheme?
3rd Can you help with retirement planning strategies?
4th What makes Swiss retirement provision different for expats?
5th How early should I start my retirement planning?
6th How can I ensure that my retirement provision is tax-efficient?
7th Can The Valencia Company help adjust my pension plan if my circumstances change?
8. What makes The Expatcoach different from other expatriation services?

Ihr Weg in einen sicheren Ruhestand

Ihr Ruhestand verdient eine sorgfältige Planung und fachkundige Beratung. Mit The Valencia Company erhalten Sie mehr als nur Beratung zur Altersvorsorge; Sie gewinnen einen Partner, der sich für die Sicherung Ihrer Zukunft einsetzt. Egal, ob Sie eine vorzeitige Altersvorsorge planen oder bestehende Rentenpläne anpassen, unser Team sorgt dafür, dass Ihre Rentenjahre so erfüllend und sicher wie möglich sind.
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Your Swiss life, uncomplicated

Our happy clients' dreams come true

Rafael Salazar
“I personally can say that I've had one of the best experiences using this company's services. I can talk about their commitment to the customer. And above all, the great human quality. ”
Isabel Freitas
They are always available with great sympathy for any clarification. For me, the best advisor of all time.
Carlos & Grace Munoz
“I am very grateful for the trust this company represents. The team is efficient and reliable. I really appreciate the work they're doing. ”
Pepa Sanchez
“I was advised by Javier Valencia and was extremely satisfied with his service, as he not only successfully completed the tasks assigned to him, but was also extremely helpful in cases outside his area of responsibility.
In my opinion, Mr. Valencia is an excellent advisor and also a great person. ”

Nehmen Sie Kontakt mit uns auf!

Alles in einem: Ihr Schweizer Leben, sortiert
Telefon
+ 41 44 820 38 38
Whatsapp
+ 41 79 821 77 77
Adresse
Leuenpungertstraße 1, 8157 Dielsdorf
E-Mail
info@thevalenciacompany.ch
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