Services

Client Advisor | Managing Director

Severin
Leuzinger

severin.leuzinger@assetvision.ch

+41 76 417 22 18

+41 43 266 98 13

Get to know us personally

Financial planning

For today, tomorrow and for whatever comes

Pension Planning

Pension planning encompasses a range of interconnected factors and decisions that will shape your financial future well into retirement. The earlier you become aware of your options, goals, and desires, the easier it is to align them and take the necessary steps.

Based on your needs and aspirations, we start by holistically analysing your current financial situation, including how your income, assets and tax burden will change over time, and how this will affect your goals. We will then work with you to create a tailored plan that matches your retirement dreams with financial security, explores investment opportunities, safeguards your loved ones, and helps minimize your tax burden.

Retirement Planning

Planning for retirement is essential, particularly if you aim for early or partial retirement. When it comes to retirement planning however, it is not solely about the amount of capital you have accumulated; there are several other factors to consider as well.

These factors include for example exploring voluntary contributions into the second pillar, tax-efficient withdrawal strategies and the choice between a regular pension or a lump-sum payout from your pension fund. Simply put: preparation is half the battle. We are here to guide you, answer any questions and help you explore potential optimizations.

Don’t just take our word for it - hear what our clients say:

Die Vorsorgeberatung der Assetvision war für mich sehr hilfreich, um Engpässe bei der Deckung verschiedener Szenarien zu identifizieren und zu beheben. Ich bin jetzt beruhigt, auch für den Fall der Fälle gerüstet zu sein. Besonders hat mir die s ehr freundliche, prompte, ausführliche und kompetente Beratung mit einem massgeschneiderten Angebot gefallen. Ich empfehle den Service der Assetvision auf jeden Fall weiter aufgrund der umfassenden Beratung, die praktisch alle Variablen mit aufnimmt und so ein auf mich zugeschneidertes Angebot zusammenstellt.

M. Arzt

Die Beratung von Herrn Leuzinger war sehr gut. Von den Grundlagen des 3 Säulensystems bis zu meiner mich persönlich zu erwartenden Pension war alles sehr gut erklärt, sehr anschaulich aufgebaut und mit konkreten Zahlen belegt. Er konnte das komplizierte Thema der Vorsorge sehr verständlich vermitteln und hat die eingeholten Offerten von verschiedenen Anbietern sehr übersichtlich einander gegenübergestellt. Meine vielen Fragen hat er mit viel Geduld beantwortet und mir Freiraum für meine Entscheidungsfindung gegeben. Durch seine Beratung habe ich mich mit einem guten Gefühl für ein für mich passendes Produkt entschieden und bin jetzt sehr zufrieden, dass ich das wichtige Thema der Vorsorge für mich regeln konnte. Ich freue mich, dass ich Herrn Leuzinger auch für zukünftige Fragen rund um das Thema Vorsorge jederzeit als Ansprechpartner habe und dass er mir den Service bietet, mich gegen Ende des Jahres aktiv anzufragen, ob ich auf den maximalen Einzahlungsbetrag in die Säule 3a erhöhen möchte.

Tanja

Your work for me has been invaluable and I cannot thank you enough. You have been proactive, quick to generate the information I needed, very generous with your time in explaining to me (a total newcomer) the system in Switzerland, and quickly provided great and cost-effective solutions to ensure my savings and investments are correct. You have been comfortable working with UK and Swiss assets which has been very helpful, and the additional support you have provided on subjects like my will has been also a great support. I look forward to continuing to work with you for many years ahead.

Alison

Assetvision advised me on life insurance and household & liability insurance. I benefitted from their expertise in highlighting aspects I did not consider. Consequently, I felt that I was able to come to a better decision based on their input. They communicate effectively, professionally, and responsively. If I have future needs related to financial products, they will be the first company I seek advice.

Chat Wacharamanotham

Durch die Beratung von Assetvision konnten wir uns einen klaren Überblick über unsere neue finanzielle Lage verschaffen (Zusammenzug und anschliessend Eigentumserwerb), haben die Wichtigkeit einer Lebensversicherung im Konkubinat erkannt und sind uns bewusst geworden, wie wichtig es ist, sich mit den allgemeinen finanziellen Lücken oder Vorsorgelücken genug früh zu befassen. Wir fühlten uns von Anfang bis am Schluss sehr professionell beraten. Die Beratung erfolgte jederzeit unabhängig und auf unsere Bedürfnisse angepasst. Den Service von Assetvision empfehlen wir aufgrund der Professionalität, Zuverlässigkeit, Erreichbarkeit sowie Verbindlichkeit weiter. Wir sind zuversichtlich, dass wir uns auch in Zukunft an Assetvision wenden werden.

S.G. & M.R.

Die Finanzdienstleistung hat mir geholfen, da ich als eher Unwissender aufgeklärt und verständlich beraten wurde. Dadurch konnte ich eine zukunftssichere Vorsorge aufbauen. Besonders gefallen hat mir die professionelle Beratung. Ich würde den Service als zuverlässig, super vorbereitet, mit sehr angenehmen Besprechungen und professionell beschreiben.

Marco

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Real Estate &
Mortgages

Our holistic approach to real estate finance includes expert assistance in calculating your mortgage affordability, finding your ideal mortgage strategy, solution and provider, securing indirect mortgage amortisation with pillar 3a and tax optimization strategies.

We will also assist you in finding the best way to safeguard your partner, family and home in the event of death or incapacity to work. Working closely with our trusted partners, we will compile a clear comparison to help you discover the optimal solution.

Legacy & Care
Directives

As part of our holistic approach, we provide a complete set of resources with helpful information for documenting your intentions and wishes in emergencies. It covers living wills, advance directives, end-of-life plans, and more, allowing you to take control of your personal concerns while limiting Swiss Child and Adult Protection Law (KESR).

It is a comprehensive solution for all aspects and a step towards both security and empowerment, ensuring that your wishes are upheld, and your legacy is directed as you envision.

Frequently asked questions

Financial planning is a systematic and comprehensive approach to managing your finances to achieve your financial goals and objectives. It involves evaluating your current financial situation, setting specific financial goals, and creating a plan to reach those goals. Financial planning encompasses various aspects of your financial life and typically includes the following key components:

  • Budgeting
  • Savings and investments
  • Debt management
  • Insurance
  • Retirement planning
  • Estate planning
  • Tax planning

Financial planning is essential for achieving financial well-being and ensuring that you are prepared for both your short-term and long-term financial goals. You may consider working with a financial planner for several reasons, whether it is their expertise in diverse aspects of personal finance like investments, taxes, insurance, retirement planning, and estate planning, or simply to benefit from their impartial and objective advice.

The frequency of reviewing your financial planning depends on your individual circumstances and goals. However, as a general guideline, it is a good practice to review your financial plan regularly, and whenever you experience significant life changes, such as getting married, having a child, changing jobs, receiving an inheritance, or going through a divorce. In these cases, it is essential to review and update your financial plan to accommodate these changes. We offer our clients ongoing support, guiding them through every stage of life and various life events.

Yes, we offer free consultations to all interested persons. Reach out to us here to book an appointment.

Our experience in the financial industry spans over a decade covering both, the banking and insurance sector. We have a diverse range of educational and training backgrounds within our team, including Bachelor of Science in Business Economics, Master of Science in Finance, MBA, certified insurance brokers, Certified Financial Advisors IAF and Certified Wealth Managers IAF. For any other services we may not offer, we collaborate with trusted partners such as tax advisors, lawyers, notaries and financial intermediaries.

Assetvision as well as the advisors are registered with and regulated by the Swiss Financial Market Supervisory Authority (FINMA). You can check the registration here: https://www.finma.ch/de/bewilligung/versicherungsvermittler/vermittlerportal/suche/

Our client advisors are also listed in the Swiss Client Advisor Register in compliance with FinSA. You can view their registration using the ID SL23283 here:
https://www.regservices.ch/en/client-advisor-search/

Depending on your situation the following questions might be discussed:

  • How can you optimize your retirement plan?
  • What future projects and investment opportunities are you interested in pursuing?
  • What should you consider if you take early retirement?
  • What are your tax-relevant circumstances?
  • What precautions can you take now to prepare for your possible future incapacity?
  • How can you best assure that your loved ones are properly taken care of?

And many more…

We offer a wide range of services including investment advisory, pension and retirement planning, tax consultation and optimization, real estate and mortgage consultation, advance directives, insurance brokerage and many more….

We believe several factors set us apart and make us a unique choice for your financial needs:

Independence: We are not affiliated with banks or insurance companies, which means our advice is unbiased and solely focused on your best interests.

Collaboration: While we are independent, we collaborate with a network of trusted partners. This allows us to offer you a broad range of options and provide objective advice tailored to your needs.

Comprehensive Solutions: We are committed to finding the right solutions for you. You can expect a personalized one-on-one comparison of multiple quotes and providers to ensure you receive the best possible options.

Core Values: Our core values of transparency, integrity, and excellence guide everything we do. We prioritize open and honest communication, maintain the highest ethical standards, and continually strive for excellence in our services.

Ultimately, our goal is to offer you the highest quality financial planning experience, tailored to your unique needs and goals. We invite you to book a free consultation and experience the difference of working with a dedicated and independent financial advisory team like ours.

Reserve an appointment

Our team specializes in providing comprehensive and personalized financial planning solutions tailored to your needs.

We look forward to the opportunity to meet with you and discuss how we can help you achieve your financial goals.

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