Insurance · Pensions · Finance · Retirement planning
For private clients • For companies
Understand your finances. Shape your future.
I help you understand financial decisions and find solutions that fit your life, your goals and your future.
I help you understand financial decisions and find solutions that fit your life, your goals and your future.
Before we talk about solutions, we create clarity about your current situation – so you understand where you stand today.
Whether planning your private future or addressing pension topics in a company: the focus is on clarity, suitable options and long-term support.
Your current situation is considered as a whole – personally, clearly and with your life, goals and financial connections in mind.
Making complex pension topics understandable and supporting companies with key protection questions.
The focus is not on individual products, but on your situation, your goals and how the different topics work together.
Know where you stand today – and what options you have for tomorrow.
Build retirement savings purposefully while coordinating personal goals, taxes and your time horizon.
Create clarity today so your desired lifestyle remains financially plannable after retirement.
Develop your assets in line with your goals, risk tolerance and investment horizon.
Coordinate financing, pensions and equity for a sustainable long-term plan.
Protect against the risks that can genuinely affect your financial plan and standard of living.
Pension & Financial Advisor · General Agency Zurich-Limmat
Insurance · Broker Support / Sales Enablement
Banking Advisor · Pensions & Investments
Insurance · Customer Service & Vocational Training
From occupational pensions to employee insurance: together we consider which solution fits your company, workforce structure and needs.
Pension solutions tailored to the size, structure and needs of your company – from basic coverage to extended solutions for executives and employees.
For employees with an annual salary above CHF 136,080, salary components above this threshold can be insured through a 1e solution. Different investment strategies are available.
Attractive conditions for start-ups taking out daily sickness allowance and accident insurance.
Many employees only partly understand their pension fund and employee insurance benefits. In a free orientation session, I explain how the existing pension arrangement works, what the key benefits mean and where personal questions may arise – at your company or online.
Practical, clear and aligned with the existing pension fund solution. Individual situations can be discussed in more depth in a personal meeting if required.
Request a free orientationThe first meeting focuses on your current situation. You should understand where you stand before we look together at possible gaps, optimisations and next steps.
We capture your current situation, goals and priorities clearly, without jumping straight to products.
I review your pensions, finances and protection in a structured, connected way.
The analysis shows where action, optimisation or previously unused opportunities may exist.
I explain different options and their effects on your situation clearly.
When your life changes, we review together whether your plan still fits you.
For more specialised questions, suitable specialists and partner solutions can be involved when needed.
Real experiences build trust. Clients can share their personal experience openly and directly here.
Honest feedback is welcome – positive or critical.
Reviews are loading …
Share your experience openly and directly. Trust grows through honest feedback. You can publish your review anonymously if you wish.
In the first meeting we create clarity about your current situation and goals. Only then do I analyse your starting point and show possible next steps.
One click opens a WhatsApp chat with me.
Start WhatsApp chatValon Iski
Pension & Financial Advisor
Insurance specialist with Swiss Federal Diploma
Swiss Life General Agency Zurich-Limmat
Limmatquai 94 · 8001 Zürich
Phone: +41 76 567 65 14
Email: valon.iski@swisslife.ch
This personal website provides information about my advisory activities. Information on services and conditions is non-binding; the applicable contractual, regulatory and offer conditions are authoritative.
When you visit this website, technically necessary connection data may be processed by the hosting provider. If you voluntarily publish a review, the rating, comment and – unless you choose “publish anonymously” – your name are stored and displayed publicly.
If you choose anonymous publication, your name will not be displayed publicly. The review itself remains public. Please do not include sensitive or confidential personal data in reviews.
For contact by email, phone or WhatsApp, the privacy terms of the respective service also apply. If you have questions about data you submit through this website, contact valon.iski@swisslife.ch .