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
Is your money enough for a worry-free retirement?
We optimise your pension reliably, thanks to our many years of experience.
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
Over 25 years
of successful pension planning with extensive experience
100% data protection
We work securely in accordance with the Federal Act on Data Protection (revDSG).
I felt very uncertain. Thanks to MyLifePlan Check, I have now optimised my pension and can look to the future with peace of mind.
Marianne A. from Ilanz
Growing challenges in pension preparation
Between planning their own pensions and caring for children or parents, people in Switzerland aged 50 and over are under multiple pressures – and time is running out.
Secure your retirement with the MyLifePlan Check
Während andere Marktteilnehmer mit optimistischen Renditen von 7% rechnen, arbeiten wir mit einem realistischen Durchschnittswert von 4%. Unsere Finanzpläne basieren auf ihrem Einkommen, ihrem Haushalts-budget und der Steuerbelastung ihres Kantons.
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
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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Lower taxes and higher AHV
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What we offer you: Good. Affordable. Comprehensive. Easy to understand.
Comparison:
Other providers
MyLifePlan
| Other providers | MyLifePlan | |
|---|---|---|
One-time costs | CHF 1,500 to CHF 8,000 | CHF 990 (excl. VAT) |
Recurring costs | Each time, see above | Lifetime support for only CHF 360 per year |
Scope of the analysis | Specific analyses depending on age - often without a pension forecast | All financial issues are addressed and optimized for every age group - including retirement! |
Presentation of results | 25 - 100 pages (complex) | Financial plan on one sheet, few attachments (clear) |
74% planen 1’200 CHF zu wenig Rente pro Monat
74% der Schweizer ab 50 unterschätzen ihre Gesamtkosten im Alter um durchschnittlich CHF 1.200 pro Monat. Sie rechnen nur mit AHV und Pensionskasse, vergessen aber steigende Gesundheitskosten, Inflation und mögliche Pflegekosten.