Finan­cial planning in Basel and Zürich

No clear view of your finan­cial situa­tion? With our custo­mized advisory mandate, we bring struc­ture and clarity to your finances. You get security, a reliable finan­cial plan for tomorrow and the peace of mind you deserve.
Make a free initial appointment in Basel or Zurich now
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A successful plan starts with an analysis

Our philo­sophy: A networked approach for optimum results.

The indivi­dual elements of finan­cial planning are inter­linked. In this way, we create a cross-divisional optimization that meets your indivi­dual goals and ensures your long-term finan­cial stabi­lity.

Let’s shape your finan­cial future together – with tailor-made finan­cial planning that focuses on your wishes and oppor­tu­ni­ties.

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Sophi­sti­cated finan­cial planning

Well thought-out finan­cial planning is the basis for a successful and secure future. At Tareno, we don’t look at your finances in isola­tion, but holisti­cally. Our finan­cial planning aims to optimally coordi­nate all relevant aspects of your finan­cial life so that you are in the best possible position today and in the future.

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The most important building blocks of finan­cial planning

Liqui­dity planning

We analyze your income and expen­diture in detail to identify possible surpluses or deficits. With the help of a private income state­ment, we ensure that your finan­cial basis is solid and offers suffi­cient leeway for invest­ments or unexpected expenses.

Asset planning

We focus on your asset develo­p­ment and invest­ment strategy. We use a private balance sheet to analyze your assets and liabi­li­ties in order to work with you to develop a strategy that suits your goals and risk tolerance.

Retire­ment planning

A carefree retire­ment requires forward-looking planning. We review your pension provi­sion from the first (AHV), second (pension fund) and third pillar (pillar 3a). Pension planning offers numerous optimization options, such as a staggered withdrawal of pension assets to save tax or planning for early retire­ment to avoid deple­tion of assets. Together we will discuss the issues that are important to you: PF capital or pension, to sell your property or not, to reduce your mortgage or not. Our aim is to ensure a smooth transi­tion from working life to retire­ment so that you can start this new phase of your life in the best possible finan­cial position and well prepared.

Pension planning

In addition to retire­ment provi­sion, we also look at protec­tion against risks such as disabi­lity and death. An in-depth analysis of the relevant benefits ensures that you and your family are compre­hen­si­vely covered.

Estate planning

We help you to plan your estate strate­gi­cally and at an early stage. Whether inheri­tance, will or succes­sion planning – we support you in imple­men­ting your wishes in a legally compliant and tax-optimized manner.

Tax optimization

Taxes influence all finan­cial decis­ions. We identify poten­tial savings through a detailed analysis of your tax burden.

Finan­cial planning – Process

The finan­cial planning process is divided into 3 stages: First, your current finan­cial situa­tion is analyzed by drawing up a private income state­ment and balance sheet. Based on this, optimization options are developed and a concrete action plan is drawn up. This is followed by the imple­men­ta­tion of the finan­cial plan with the imple­men­ta­tion of the optimization measures. A regular review of the plan ensures that you can react to changes in your life situa­tion or legis­la­tion in good time.

With our advisory mandate, we offer you a sound analysis, clear recom­men­da­tions and a custo­mized finan­cial plan. You are free to imple­ment the plan with us, independently or with another partner. You can find out more about our asset manage­ment services here.

Wealth Manage­ment

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Price model – consul­ting mandate

The advisory mandate is aimed at clients who want a well-founded finan­cial analysis and specific recom­men­da­tions for action, which they can then imple­ment with us or independently.

Contents

Prepa­ra­tion of an indivi­dual finan­cial plan: Detailed analysis of your current finan­cial situa­tion, defini­tion of your finan­cial goals and priori­ties.
Scenario meeting: Discus­sion of important finan­cial scena­rios and their impact on your finan­cial plan in a joint meeting.
Action plan: You receive specific recom­men­da­tions for action to achieve your finan­cial goals.
Documen­ta­tion: Written copy of the finan­cial plan and the action plan.
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Would you like to arrange a free initial consul­ta­tion?

Meet our finan­cial planner Aylin Gürer for a free initial consul­ta­tion in Basel or Zurich.

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