Who are our clients?
Bold
Those who dare to take their future into their own hands. Our bold clients want to anticipate challenges and seize opportunities for a successful retirement. They seek to maximise their savings and ensure they have the means to fully enjoy their retirement.
Independent
Our independent clients are proactive and like to stay in control of their financial journey. They prefer solutions that let them plan their future without relying on advisers, fully autonomously and with complete clarity at every step.
Visionaries
Visionaries see beyond mere numbers. They invest today to secure not only their financial security but also a lifestyle aligned with their values and aspirations. They are pioneers of responsible and thoughtful planning.
Our commitments at RetirePlan
Precision
Accurate and precise plans.
Security
nLPD compliance for maximum protection and confidentiality of your data.
Fairness
Fair pricing: quality service at a competitive price.
Rated 5 stars by our clients
« I was able to get a plan at a very affordable price. It's the best-designed retirement planning website I've seen in Switzerland so far, thank you! »
« The speed and simplicity of this tool convinced me. It allowed me to think rationally about my financial situation in retirement. »
« The planning is intuitive, and it's easy to draw conclusions with the video guide. Useful for getting an overview of wealth over the long term. »
A question?
A reply within one business day, from a human.