Why Now Is the Perfect Time to Create Your Financial Plan

With the new Caveo App 3.0, you can now view all key aspects of your financial life – from retirement and taxes to investments, insurance, property, and inheritance – in one clear, intuitive overview.
To mark this milestone, we’re launching a special promotion: 20% off your financial or retirement plan until December 31, 2025.

Why a Financial Plan with Caveo Makes All the Difference

Many advisory processes stop at selling products – ours begins with a plan.
Caveo represents independent, fee-based financial planning that gives you a complete view of your financial life.
Our certified financial planners analyse your situation holistically, develop concrete recommendations, and create a personal action plan that reminds you to take the right financial steps at the right time.

Your benefits at a glance:

• 100% independent, commission-free advice

• Clear, actionable recommendations across seven key areas (retirement, taxes, investments, insurance, property, family, inheritance)

• Data-driven, academically grounded analysis powered by proprietary algorithms

• Personal guidance from certified Swiss financial planners

The Anniversary Offer

• 20% off all financial and retirement plans booked before December 31, 2025

• 25% off when you also refer a new client to Caveo

💡 Now is the time to act:
A solid financial plan isn’t a luxury – it’s the foundation for long-term financial security. And with this limited offer, it’s also a smart year-end move.