It was perfect for planning my retirement – saved me a lot of money.
Urs H. from Uster
We were able to retire early – thank you very much!
Ulrich & Claudia W. from Kerzers
Your goals.
Your finances.
Your plan.
Smart financial plans for everyone in Switzerland. Save tens of thousands of francs starting now and improve your financial situation and your pension provision.
Trusted financial advisor to over 300,000 members of these associations for 30 years:
It was perfect for planning my retirement – saved me a lot of money.
Urs H. from Uster
We were able to retire early – thank you very much!
Ulrich & Claudia W. from Kerzers
Already 12,000 customers trust our financial plans for retirement.
Ø CHF 57,830
tax savings per customer
Ø 2 years earlier retirement
or 1 year sabbatical
100% data protection
Secure retirement thanks to the SafePension principle
I used MyLifePlan Check to analyze my finances and saved a lot of money, without any prior knowledge!
Christian M. from Chur
Contents of MyLifePlan Check
Achieving your life goals
Smart financial plan with detailed actual analysis
Closing financial gaps
Optimising protection for your family
How to get your MyLifePlan Check quickly and easily
Find out how much you can save in taxes, fees and premiums until you retire with optimal financial management.
In just 5 minutes, you can complete the MyLifePlan Check questionnaire about your current situation.
On this basis, you will receive suggestions for financial optimisation.
Our experts will advise you in a free initial consultation and offer you solutions tailored to your individual needs.
Do you have any questions? Register for the VVK webinar here.
Our experts are here for you
We will advise you in a free, non-binding initial consultation and offer you solutions tailored to your individual needs.
Frequently asked questions
Who is MyLifePlan intended for?
MyLifePlan helps you improve your financial situation from age 18 to 65. Use it to optimize your spending. Protect yourself against life’s risks. Prepare for a secure retirement.
MyLifePlan Check is based on experience with more than 12,000 satisfied customers.
With MyLifePlan Check, you now have access to software-supported options with the following goals:
understanding your financial situation
getting in touch with experts
realizing financial benefits for yourself.
Do you need any prior knowledge?
You can start using MyLifePlan without any prior knowledge. If necessary, one of our experts can assist you.
How is your data secured?
In guest mode, your data is only stored in your browser in cookies. If you register and consent to the use of your data for a consultation or webinar, the data will be stored on a secure server in accordance with data protection regulations.
What is discussed during an expert consultation?
The expert will first review your current situation with you and discuss your wishes and goals. Based on this, the expert can show you ways to best achieve your goals.
How does MyLifePlan help you?
It helps you analyze and optimize your current situation. You can also update it regularly, identify risks and opportunities that have changed, and take appropriate action.
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