VPZ Kompendium.

Developing and improving is a motto that the Wealth Planning Center has internalized since it was founded in 2001: To always offer you the best independent advisory services. One expression of this endeavor is the first edition of the VPZ Kompendium. It consistently represents the entire spectrum of our advisory services – from investment advice and pension planning to tax optimization. Because when it comes to you and your future, personal and holistic advice is and remains important.

Information creates perspectives.

When it comes to the question of how we want to live, we cannot avoid thinking and planning beyond today. Making decisions is often challenging, but it is worth it when it comes to your needs and your future. Our second edition of the VPZ Kompendium also reflects the entire spectrum of our advisory services and provides you with exciting food for thought for your personal wealth, pension or tax planning.

Discover your potential for action.

Population surveys and studies show that Switzerland is preoccupied with financial issues. Rising health insurance premiums, high energy costs, rent and real estate prices are a burden for us all. At the same time, we now have almost unlimited access to knowledge. The third edition of the VPZ Compendium also highlights the complexity of the financial sector. But it also reflects the questions that VPZ can help you with.

Decisions, not circumstances, define us.

Diversity of experiences and perspectives is the breeding ground for innovation and allows individual paths – both professionally and privately. However, the multitude of possibilities requires constant decisions. The compendium offers guidance and shows how you can use the potential of diversity for your future. Because limitless opportunities also bring complexity.