For (future) retirees

Are you about to retire, or are you already at retirement age? If so, careful financial planning is key. We will be more than happy to help you plan for retirement and the future.

Get your retirement planning right

Is your pension age fast approaching and you’re considering early retirement? We’ll show you what to you need to consider when planning for this next phase of your life − particularly when it comes to your private pension.

Personal advice

Retirement planning: is retirement in sight?

Practical calculator for all retirement planning matters

Investing money the right way

Don’t want to simply leave your money doing nothing? The best investment for you will always depend on your own personal objectives. You also decide how we advise you, or whether you want to manage your investments independently through e-trading.

E-trading

Trading credits and bonus programme
Mobile access via the PostFinance App
Trade on major stock exchanges worldwide

E-trading

Retirement funds

Achieve higher returns over the long term
Low fund management costs
Option to switch between retirement funds

Retirement funds

Life insurance

Life and risk insurance
Investment and financial security in the event of death

Life insurance

Details (Life insurance)

Investment blog

Retired at last

You have now successfully retired and you want to get the most out of your finances? We would be pleased to set aside time for a personal consultation.

Investment blog

Funds saving plan

Invest regularly
Invest independently
Minimize risk

Funds saving plan

Everything you need to know about retirement planning

What to do with your assets

Want to decide what to do with your assets at an early stage? Are you planning on leaving them as gifts? Or do you want to deal with how to authorize and inform trusted persons? We can help you out.