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Old 18.11.2019, 04:49
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Jim2007 Jim2007 is offline
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Re: Vermogen Zentrum - feedback please?

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Thanks - they seem to do mostly advise on LPP whilst I am more looking at someone who can independently advise on the best products to reach retirement age with the capital we want/need, given where we are at nowadays.
Where are you based? If as your profile suggests - Singapore, then this is not going to work in any case. The products offered to the general public in Switzerland are designed to best suit Swiss residents in terms of tax advantages etc and the staff are trained to best advise Swiss residents. The products offered may not even be available to none residents and certainly will not take into account your current situation thus leading to poor or incorrect advice.

You probably need advice with an international reach rather than a local Swiss advisory organization.
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