No plan?

The world is becoming more and more complex. Questions are becoming more and more challenging. Answers have to be provided more and more quickly. This is a situation that will not change. Quite the contrary. The unexpected becomes possible. This is why a plan is required. This must show alternatives and options and offer reliable securities and freedoms. Even if you had a plan already, your situation in life will change again and your plan will need to be upgraded. This is why the Asset Planning Centre (VPZ) accompanies you through your entire life, in an independent but therefore personal and sustainable manner! VPZ is your logical partner for all situations in life: From asset planning via retirement planning through to tax planning! Just feel free to contact us now.

Financial check-up

Progress

1 Assets
2 Occupation
3 Provisions
4 Tax
5 Family
6 Mortgage
7 Pension
8 Estate

*Mandatory field

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Locations.

The network of VPZ locations has been built in such a way that we are always close to you. For efficient advice, just come to see us. Make an appointment for a consultation today or do our financial check-up right now. After evaluating this, we will contact you immediately without obligation. We will, of course, also be at your disposal for personal advice.

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Office St.Gallen

Vermögens Planungs Zentrum AG

Breitfeldstrasse 13
CH-9015 St. Gallen

Phone +41 71 282 22 88

Office Rapperswil

Vermögens Planungs Zentrum AG

Zürcherstrasse 82
CH-8640 Rapperswil

Phone +41 55 220 02 50

Headquarters Zürich-Flughafen

Vermögens Planungs Zentrum AG

Postfach, 8058 Zürich-Flughafen Balz Zimmermann-Strasse 7
CH-8302 Kloten

Phone +41 44 880 11 11

Office Zug

Vermögens Planungs Zentrum AG

Baarerstrasse 78
CH-6301 Zug

Phone +41 41 511 39 88

Office Basel

Vermögens Planungs Zentrum AG

Gartenstrasse 95
CH-4052 Basel

Phone +41 61 511 48 99

Office Muri bei Bern

Vermögens Planungs Zentrum AG

Belpstrasse 4
CH-3074 Muri bei Bern

Phone +41 31 511 87 11

Call us now for a free consultation or send us your contact details. We will contact you without delay. Use our free VPZ hotline: 0800 822 288

Our team.

The secret of our success is nothing else but serious work, combined with a lot of experience and professional skills. This makes us experts in the areas of asset planning, pension and estate planning, tax optimisation, and of mortgage and legal issues. You would like to find out more? Just give us a call or send us an e-mail.

Success parameters.

Our holistic and independent consulting approach has distinguished us since the foundation of our company in 2001 and has been our most important factor of success ever since. At VPZ, you take centre stage and, together with you, in confidential and personal talks, we seek an individual solution for you that is tailor-made, sustainable, long-term and always success-oriented!

Key Facts

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17
SUCCESS STORY FOR MANY YEARS
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23
EXPERTS
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6
OFFICES
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3100
REALISED PLANNINGS
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96
SATISFACTION
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3
REFERRALS BY EACH CUSTOMER

Inspirations.

Thanks to an inheritance, a sale of company shares, a career jump, or retirement, funds can suddenly start to grow. This is precisely why everyone should constantly observe and weigh his individual situation in life, the income, the family situation but also plans for the future and related considerations. This is because inflows and outflows of assets can bring about opportunities but also risks. Individual situations in life demand equally individual planning. We will give you some inspirations to consider.