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Independent financial planning in collaboration with Valiant Bank

Life changes and evolves. The individual financial planning of Valiant Bank helps you to ensure that you are well prepared for the future while saving on taxes. Many decisions related to retirement can only be made once, but they have significant financial implications. With financial planning, you gain an early overview of your life after retirement. Your benefits from the AHV, your pension fund, your assets, and your budget will be taken into account. Any gaps will be identified in time and possible solutions will be presented.

Your financial goals in focus

The thought of private financial planning may seem overwhelming at first glance. In fact, a long-term financial plan offers so many advantages that it would be downright irresponsible not to engage with it more closely. Lack of knowledge does not pose an insurmountable obstacle. Those who need help or tips to get started can easily find these on relevant websites, in specialist literature, or through professional consulting services. Private financial planning helps you plan your life, career, and leisure. It provides important decision-making support and ensures that you always maintain control over your finances. Above all, a long-term financial plan can protect you from financial risks such as over-indebtedness and old-age poverty.

Independent financial planning in cooperation with Valiant Bank

We are continuously committed to offering you not only first-class services in occupational pension provision but also to creating added value for your financial future. Therefore, we are pleased to recommend Valiant Bank as a competent financial planner. Valiant Bank brings a wealth of experience and know-how to help you achieve your financial goals. It is important for us to emphasize that all recommendations you receive from Valiant Bank are flexible in implementation. These recommendations are not limited to using Valiant Bank's products. Consider this opportunity to take your financial future into your own hands and achieve your goals with the help of Valiant Bank. Start today! You can find your way to financial planning with Valiant Bank here.
Smain Barka, Managing Director

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The digital solution for your estate dossier

Tooyoo –

The digital solution for your estate dossier

Tooyoo –

The digital solution for your estate dossier

Tooyoo –

The digital solution for your estate dossier

Independent financial planning in collaboration with Valiant Bank

Independent financial planning in collaboration with Valiant Bank

Independent financial planning in collaboration with Valiant Bank

Independent financial planning in collaboration with Valiant Bank

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642