Make the right decisions today. Enjoy greater financial peace of mind tomorrow.

Financial and Retirement Planning

Whether you are planning for retirement, building wealth or financing a property, important financial decisions are often interconnected and can have a long-term impact. With Verlingue’s Financial & Retirement Planning service, you benefit from independent advice that takes a holistic view of your personal or business situation.

Financial security starts with good planning.

Our advisory approach

Our Financial & Retirement Planning service helps private individuals and business owners take a structured and holistic approach to financial matters.

We bring together retirement planning, financing, real estate and estate planning in an integrated advisory approach. We do not sell products. Instead, we represent your interests when dealing with banks, insurers and financing partners. Neutral, transparent and focused on the long term.

Step by step towards the right solution.

We analyse your personal situation, taking into account your income, assets, retirement provision, real estate and tax considerations.

Together, we develop individual solutions covering retirement provision, retirement planning, financing, wealth and estate planning.

We support you throughout the implementation process – from coordinating with banks and insurers and comparing different offers to regularly reviewing your financial and retirement strategy.

Independent Financial Planning

Personal financial and retirement planning provides the foundation for long-term financial security. We analyse your current situation, identify opportunities for optimisation and work with you to develop solutions for every stage of life.

Our services

Review of pension solutions
Financial and retirement planning
Pension and estate planning
Tax optimisation

Real Estate Financing Solutions

Whether you are buying a home, renovating a property or investing in real estate, we support you in making important financing decisions. As an independent partner, we compare financing options and represent your interests when dealing with banks.

Our services

Mortgage brokerage
Portfolio analysis
Support for construction, purchase and planning

Your benefits

Holistic and independent advice
Personal support from experienced specialists
Transparent comparisons and independent recommendations
Solutions tailored to your stage of life
Security through long-term planning
Representation of your interests when dealing with banks and insurers

Your long-term financial security starts with a conversation.

Contact

Roger Hofstetter

Head of Financial & Retirement Planning

Would you like to start planning your financial future early or have your existing solutions reviewed? We would be pleased to support you with independent and personal advice.