Services & Fees

Good planning shouldn't be expensive. But it should be honest — about costs, effort and what you receive in the end.

Serices & Fees

Costs

The first conversation is free. I clarify what your situation needs and whether working together makes sense. No sales agenda, no hidden costs.

CHF 1´250 - 1'500

After the first conversation, you receive a quote with a transparent fee. Depending on complexity — the number of pension funds, property questions — the engagement typically falls within this range. The fee is time-based: you pay for the actual work I do, not for the size of your assets or for product sales.

Includet in the Mandate

  1. A detailed analysis of your starting position
  2. A 40-year plan with a base case, alternative and stress scenarios
  3. Scenario comparison: lump sum vs. pension, buy-in strategy, staggered withdrawals
  4. Tax analysis by municipality within the Canton of Zurich
  5. A written, prioritised action plan
  6. A closing meeting to discuss the results
No commissions. No product sales. You pay nothing but my fee.
FAQ
My bank does the financial plan for free — why pay?
Who is it for?
Do you also manage my assets?