Retirement and financial planning

Take a holistic approach to planning your future together with St.Galler Kantonalbank, addressing all the financial and personal aspects of the different stages of your life. Your assets should be adapted to your needs, and not the other way around.

Your situation

Are you wondering how to maintain and even increase your capital in the long term? Do you worry at times about your financial situation after you retire? What sort of retirement benefits are there? Does your current retirement planning cover your living standards? And what tax effects are to be expected when paying in and withdrawing pension provision?

Our solution

We compare your income and expenditure, your assets and liabilities and clarify any questions you may have concerning tax-related aspects, real estate, retirement planning as well as property and inheritance law.

We plan with you the future growth of your personal wealth and liquidity and analyse your state, occupational and private pension provision. We can offer you the support of our experienced specialists (investment and real estate advisors) for the sale or transfer of property. And if you decide to change your place of residence, we are there to support you in administrative, financial and legal matters.