We are strong in detail

Asset consulting

When it comes to you and your assets, there is no patent remedy – only individual solutions. Our challenge and goal is to find them. To achieve this, we rely on competence and teamwork and measure market success by your satisfaction and the sustainable growth of your assets.

Focus on objectives

Together, we will identify and define your investment objective. This objective is influenced by your expected return, risk appetite, risk capacity and investment horizon. The appropriate investment strategy is determined based on the investment objective.

Tax conultancy

Competent tax advice is an important part of asset planning. This is why we examine all solutions to investment, pension or succession issues for their tax implications.

Mortgage advice

We have our finger on the pulse of the mortgage market. We would be happy to show you the advantages and disadvantages of the various financing models and determine the interest strategy that suits you best.

Estate advice

We make a note of your personal wishes and preferences during your lifetime and guarantee their implementation within the framework of the legal possibilities. Tax consultancy is an essential part of this process.

Your contact

Cornelius Brunner

Cornelius Brunner

Client Account Manager Private Pension and Financial Planning

Federally certified Financial Planning Expert

+41 41 545 68 72

+41 41 545 68 72

cornelius.brunner@arisco.ch

Very practical

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