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3ème pilier

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Noé offers you tailor made advice in these areas:

Les jumelles de FBKConseils, faisant référence à la prévoyance retraite et au système Suisse composé de ses 3 piliers : 1er pilier (AVS) , 2ème pilier (LPP), 3ème pilier (3a,3b)

Pension Planning
  • We can help you with:
  • Futur pension allocation estimation (Annuity, capital or a mix )
  • Compare and understand your 3A and 3B
  • Advice on a potential 2nd pillar year buy-back (Repurchasing)
  • Answers to all your questions about retirement
La maison de FBKConseils faisant référence au domaine de l’immobilier et tout ce qui l’entoure : la dette hypothécaire, l’amortissement et la solvabilité

Real Estate

  • We can help you with:
  • Creating your mortgage request supporting documentation
  • Mortgage rate negotiation
  • Advices and clarifications of your current situation
  • Search for your dream home
La voiture de FBKConseils faisant référence aux assurances choses : Assurance RC privée, assurance ménage, assurance véhicule, assurance protection juridique

Property insurance
  • We can help you with:
  • Your Civil responsibility
  • Your home insurance
  • Your Car insurance
  • Your Legal protection insurance
Le porte-monnaie de FBKConseils faisant référence au domaine de l’investissement avec toutes nos explications : Les actions, les obligations, les fonds de placement et les ETFs

Investment
  • We can help you with:
  • The investments proposed by FBKConseils
  • Impartial advices on your investment options
  • Real Estate investment
  • Analysis of your risk profile and suitable investments
La déclaration d’impôt de FBKConseils faisant référence à la fiscalité avec toutes les explications concernant les déductions autorisées et le mode de fonctionnement de l’impôt dans le canton de Vaud

Taxation
  • We can help you with:
  • Tax declaration
  • Tax burden clarifications
  • Tax simulation in case of capital withdrawal (second pillar & third pillar)
  • Other forms of tax (property gain, pension)
Le stéthoscope de FBKConseils faisant référence à l’assurance maladie obligatoire LAMal et aux assurances santés complémentaires (LCA)

Health insurrance
  • We can help you with:
  • Comparison of basic and supplementary insurance
  • Recommendation on the best fitting insurance
  • Creation of a virtual insurance policy repository
  • Termination and adjustment of contracted policies
Financement hypothécaire

Frontalier
  • We can help you with:
  • Tax return simple rectification quasi-resident status
  • Health insurance CMU vs LAMal
  • Capital Withdrawal (2nd & 3A pilar)
  • Mortgage financing

Simplicity is our watchword

A comprehensive service with
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... available at
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and the first appointment
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Partners

Allianz
Bâloise Assurance
Generali
Axa
Vaudoise
Zurich
Axa
Bâloise Assurance
Generali
Cap
Orion
Assura
Concordia
Css Assurance
Groupe Mutuel
Helsana
Sanitas
Visana
Swica
Allianz
Bâloise Assurance
Credit Suisse
Vaudoise
Axa
SwissLife
Zurich
Valiant
Allianz
Bâloise Assurance
BCV
Vaudoise
Axa
SwissLife
Generali
Zurich
Pax

Testimonials

Testimonials

Partners

Allianz
Bâloise Assurance
Generali
Axa
Vaudoise
Zurich
Axa
Bâloise Assurance
Generali
Cap
Orion
Assura
Concordia
Css Assurance
Groupe Mutuel
Helsana
Sanitas
Visana
Swica
Allianz
Bâloise Assurance
Credit Suisse
Vaudoise
Axa
SwissLife
Zurich
Valiant
Allianz
Bâloise Assurance
BCV
Vaudoise
Axa
SwissLife
Generali
Zurich
Pax

How can we help you?

We are looking forward to receiving your questions

Make an appointment
021/601.07.22
[email protected]

More than an advisor, a partner!

How can we help you?

We are looking forward to receiving your questions

Make an appointment
021/601.07.22
[email protected]
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