Well prepared for whatever life brings.
With a solid pension plan, you avoid nasty surprises and gain the freedom to concentrate on the essentials.
More than just a duty when it comes to Provision
Your standard of living, your financial security, your plans - it all depends on how well you have provided for yourself. A single incident - accident, illness, disability - can change everything.
Statutory and occupational pension provision often only covers part of your needs. The gaps are particularly large if you are self-employed, work part-time or have family responsibilities. A sound pension strategy is therefore not a nice-to-have, but a must.
Why is the topic important
What you need to look out for
Is your income sufficient in the event of illness or disability?
What will your relatives receive if something happens to you?
Where are the gaps in the pension fund, AHV, 3a?
of the Swiss do not have a comprehensive pension strategy. ETF savings are no substitute for protection against death and disability. If you only think about saving, you forget the risk.
What we do for you
We'll show you how well you're covered today - and what you can specifically improve.
Complete analysis of your disability and death cover
Action plan with clear recommendations for action
Reminder at the right moment via app
Complete analysis of your disability and death cover
Action plan with clear recommendations for action
Reminder at the right moment via app
Your contact person
Pension planning is often reduced to ETF saving. But without proper risk protection, there is no foundation - especially if you have a family, are self-employed or work part-time.
Philippe Muntwyler
Well prepared for whatever life brings.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
