Mind the Gap: Mastering Your Financial Future

Let’s be honest: for many professionals in Switzerland, pension benefits alone won’t be enough to support the lifestyle they envision for retirement. The first and second pillars typically replace around 50–60% of your final salary while maintaining your standard of living often requires closer to 80–90%. That gap? It’s real. And without planning, it can quietly grow.

The good news is that it doesn’t have to.

With a clear strategy, the Swiss 3-pillar system can become a powerful tool: helping you close that gap through smart structuring, disciplined investing, and tax-efficient decisions.

Join Nadine Hunkeler, Certified Financial Planner (CFP®) and founder & CEO of Finance Phoenix, together with Julia Tatje, Founder & CEO of taxum Personal Tax Boutique, for an engaging after-work workshop that cuts through complexity and brings clarity to Swiss pension planning and its tax implications.

Combining expertise in financial planning and taxation, Nadine and Julia offer a holistic perspective on building long-term wealth — showing how thoughtful coordination between investments and taxes can make a meaningful difference over time. Expect practical insights, common pitfalls to avoid, and a framework that helps you make confident decisions about your financial future.

Clear, practical insights — without unnecessary complexity.