Frequently Asked Questions
Your Questions Answered
Begin by contacting our team for an introductory session. We will gather information about your goals and current provisions, then outline a tailored approach that aligns with your lifestyle expectations and future needs.
Our fees are transparent and based on the scope of work. You will receive a clear breakdown of charges before any commitment, with no hidden costs or surprises.
Yes. RuhestandKapital AG operates under Swiss regulatory standards and applies a prudent approach to planning. We focus on well-regulated frameworks designed to respect local compliance and oversight.
The initial planning phase typically spans four to six weeks, depending on the complexity of your situation. Ongoing check-ins can be scheduled monthly or quarterly as preferred.
Absolutely. We schedule regular reviews to revisit goals and adapt the framework as your circumstances evolve, ensuring that your plan remains aligned with your personal objectives.
Our office is situated in the heart of Bern at Federal Palace of Switzerland, Bundesplatz 3, 3003 Bern, Switzerland.
Our firm combines local expertise with a focus on clarity and client empowerment. We emphasize a step-by-step process and personal support from certified retirement specialists.
Yes. We provide both in-person meetings in Bern and secure digital sessions, allowing you to connect with our specialists from anywhere in Switzerland.
We welcome all individuals seeking guidance. There is no strict minimum threshold for engagement; our process begins with an exploratory discussion to understand your needs.
You will receive periodic reports and a personalized dashboard overview that highlight completed milestones and upcoming steps, keeping you informed at every stage.