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Old 22.12.2017, 16:08
whome whome is offline
Join Date: Apr 2013
Location: Rural French speaking part
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Swiss Life financial planning service ?


While reviewing my pension/2nd pillar options at age 43 with help from a Swiss life advisor he suggested I should consider using swisslife financial planning service.

As I understand it the service is a deep dive into your financial situation, made by multiple swisslife Advisors considering all aspects for then to make a “life plan” well into retirement.

This service would propose what to do; there would be no requirement to buy swisslife products, a plan would made and I would receive calls to remind and follow up through the years. the full price for this service would be 2300 chf.

It’s a hefty price tag but if the service does what they are saying it would be worth it as alternatively I wouldn’t end up doing much of what could be done

Anyone know about this service ? Any good/bad experiences?
Anyone know of similar indecent services ?

Note: I’m in Neuchatel canto. If that matters.
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