Retirement funds

Plan the retirement you deserve

Are you saving enough for retirement in Switzerland? Use our retirement calculator to see how much your monthly savings could grow by the time you retire.

FIN helps you define your retirement goals and build a personalised pension strategy — from early planning to optimisation later in life.

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Plan the retirement you deserve

Smart retirement planning is key to building long-term financial security in Switzerland. The earlier you start saving and investing through the Swiss pension scheme, the more you can benefit from tax advantages and compound growth.

Swiss pension scheme

Ever wondered how the Swiss pension scheme works?

We explain how the Swiss three-pillar pension model works and show you practical ways to strengthen your retirement plan based on your goals and lifestyle.

Pension planning

Retirement planning in Switzerland is about creating clarity and confidence for your financial future.

FIN helps you make informed decisions at every stage of life. Our retirement planning includes: strategies to ensure long-term financial security, pension analysis, retirement income planning, and social security optimisation.

Investment strategy

FIN helps you invest with purpose, using proven strategies tailored to your goals.

We focus not on short-term returns, but on building the financial foundation for your future lifestyle.

Tax optimisation

FIN helps you optimise your tax strategy so you can keep more of your money.

Stay fully compliant with Swiss regulations while maximising your retirement savings through smart tax planning.

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Trust the Stars: Google Reviews

Vanessa Leite

I am an expat living in Switzerland under B permit and was with doubts about having to file my taxes. I had a great experience talking to Marlon on a consultation call. I received advice and explanations about what situations would be an advantage to stop paying the withholding taxes and starting filing the taxes myself. I was full of uncertainty and now I feel with peace of mind.

Vincent Olivier

5 stars – highly recommended. From the initial meeting to the final submission of my tax return, everything was completed within one week. The entire process was handled online and was incredibly smooth thanks to their app, which made document sharing and communication very easy. My contact person was professional, knowledgeable, responsive, and genuinely pleasant to work with. I felt confident throughout the whole process that my tax return was in good hands. On top of that, the final price was very fair for the quality and speed of service delivered. I’m extremely satisfied with their work and will definitely use their services again.

Right

Super, freundliche und kompetente Beratung. Vielen lieben Dank für deine Hilfe und Mühe Marlon.

Nedi Kramer

Sehr sympathisches Team und professionelle Unterstützung in allen Bereichen. Danke für die tolle Zusammenarbeit

Sarah Elia

Hervorragender Service und äußerst professionelle Beratung. Man merkt sofort, dass hier Qualität und Kundenzufriedenheit im Mittelpunkt stehen.

Giulio Bossi

Sehr empfehlenswert! Ich bin absolut zufrieden mit dem Service von Trust FIN. Die Steuererklärung wurde schnell, professionell und zuverlässig erledigt. Das Team ist sehr kompetent, freundlich und nimmt sich Zeit, alle Fragen verständlich zu erklären. Besonders gut hat mir gefallen, dass alles transparent ablief und ich mich um nichts kümmern musste. Ich kann Trust FIN jedem empfehlen, der Wert auf eine stressfreie und genaue Steuererklärung legt. Vielen Dank für die tolle Arbeit – gerne wieder!