Free first meeting
Book a meeting with a pension adviser
A free, no-obligation first meeting to review your retirement, 2nd pillar, 3rd pillar or investments. At our offices in Vernier (Geneva) or by video call, in English, French or Spanish.
How it works
Choose a time slotAt our offices or by video call, whichever suits you.- We review your situation togetherYour circumstances, your goals and your questions.
- We suggest the right next stepA written proposal for a full retirement plan, or a comparison of solutions for your 3rd pillar, vested benefits or investments. No obligation.
What to bring, if you have them
Optional, but it makes the meeting more precise.
- Pension fund (LPP) certificate
- AHV account statement
- 3rd pillar contracts
- Latest tax return
Prefer to contact us directly?
Call or email us and we will get back to you promptly.
Frequently asked questions
Is the first meeting really free?
Yes, it is free and without obligation. We only send you a written proposal if you wish to go further.
What happens after the meeting?
We suggest the right next step: a written proposal for a full retirement plan (scope of the analysis, timeline and fees), or a comparison of solutions for your 3rd pillar, vested benefits or investments. No obligation.
Where do meetings take place?
At our offices at Chemin de Blandonnet 8, 1214 Vernier (Geneva), or by video call, in English, French or Spanish.
Do you advise cross-border workers?
Yes. We coordinate the AHV, 2nd pillar, 3rd pillar and French pension of people who work in Switzerland and live in France.