Retirement & Pensions: structuring your wealth transition.
Pre-Retirees & Future Retirees
You have spent decades building your wealth. It is time to optimise for the life you desire in retirement. We help you move from accumulation to preservation, ensuring that your wealth lasts throughout your retirement.
"The transition to retirement requires a complete rethink of one's financial flows. Our expertise allows you to approach this stage with total visibility over your future income."
Laurent Neri
Head of Wealth Planning
"The transition to retirement requires a complete rethink of one's financial flows. Our expertise allows you to approach this stage with total visibility over your future income."
Laurent Neri
Head of Wealth Planning
Will your wealth last through retirement?
Replacing professional income with an annuity or capital cannot be improvised. This transition requires a specific allocation strategy, capable of generating regular liquidity while preserving the real value of your assets against inflation.
- Financial planning of income and global wealth
- Active management of your vested benefit assets and 3a pillar
- Analysising your expenditure budget and financing of income gaps
- Strategy for the staggered withdrawal of pension capital
Retirement does not mean the end of performance. Our pension mandates allow for up to 65% equity exposure (LPP 65+). An indispensable lever to protect your purchasing power over the long term."
Source: Mirabaud Pension Offering
