Financial planning

As an independent asset manager, your financial security is very important to us.

Every situation in life has its individual challenges:

  • Can you maintain your desired standard of living even after retirement?
  • Should your retirement capital be drawn as a pension or as capital?
  • Which options for payment does your pension plan offer and what deadlines have to be met?
  • How does your tax situation in retirement look and how can it be optimised?

When is the right time for your financial planning? Now!

Fontaris AG is your professional partner in financial planning will guide you through need assessment to implementation of your financial planning measures.