The Swiss Pension System

Swiss pensions are based on three pillars. Both pillars 1 and 2 are mandatory and include life and disability insurance. The third pillar is a tax-deductible private pension plan that may be opened with any bank or insurance company. We provide an overview of the pillar system, forecasts of retirement assets from the Swiss pension system, and any other international pension assets our clients may have accumulated as part of our financial planning service.

 

“Achieving your financial goals through the successful management of your finances”

I am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.

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May 1, 2022

Monfort explained structured and clearly a individual financial plan for me as an international working in switzerland. All advices were given in a clear and understandable way with a hands-on mentality. Happy to have a competent partner!

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May 1, 2022

Professional and customer centric service

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May 1, 2022