Caveo was founded in Schlieren in 2019. We combine the expertise of experienced financial planners with our own software for analysis, action planning, and support.
Four people from the fields of consulting, analytics, technology, and business management.
More than 15 years and over 10'000 consultations. Throughout it all, he has seen the same thing time and again: many individual opinions, but little in the way of a systematic approach. That’s how Caveo came to be. On the side, he explains in the podcast “Der Finanzplaner” what no one else explains.
The backbone of Caveo. With her keen eye for numbers and processes, she ensures that promises made to customers are kept. She usually sees the solution before others even notice the problem.
Former investment analyst and strategy consultant. He understands just how complex capital markets are—and how little of that complexity is actually conveyed to the people who have to make decisions. His job: to explain complicated concepts in a way that enables people to act on them.
The technical mastermind behind Caveo: pragmatic, precise, and product-focused. He builds the software that turns a plan on paper into a plan that reminds you of deadlines and adapts to your life.
The person who advises you will also create your plan. Choose who you'd like to speak with.
Primarily assists business owners whose company, retirement planning, and personal assets are intertwined. Also lets you know if you don't need a financial plan.
Entrepreneurs · Retirement planning · Succession planningHe comes from the trust industry and reads a balance sheet as easily as he reads a retirement statement. That’s why he can see how a decision made at the company affects his personal finances—in terms of taxes, retirement savings, and assets—and vice versa.
Business owners · Businesses and individuals · TaxesOur expert in occupational retirement planning. He reads pension plans so you don’t have to, and identifies what’s possible under the pension fund, executive plan, and 1e. And what it will cost you if you do nothing.
Occupational pension plan · Executive plan and 1eProvides advice in German, French, English, and Italian—and, if necessary, in Valais German. This helps executives and specialists from all over the world, as well as anyone who prefers to discuss financial planning in their own language.
Management and specialists · Retirement · DE, FR, EN, ITAll it takes is a phone call or a message. Our concierge team takes care of policies, paperwork, and all administrative matters, so you won't be shuffled from one department to the next.
That way, your financial planner will have time for what you hired him for: your plan.
She knows every policy by name and every insurer by first name. If a claim comes up, she's the first person you call—and usually the last one you'll need to call.
Make sure all the documents are ready before your meeting and that nothing is left undone afterward. We usually respond the same day, even to questions you might think are too minor.