Structure your investments sensibly - for more transparency, security and growth.
Planning your retirement provision - tailored to your stage of life, family and goals.
Recognize your scope: We show you legal options for tax optimization.
A structured overview of your policies - independent, understandable and without sales pressure.
Is your health insurance suitable for your life situation? We check tariffs and benefits in detail.
Assessment of financing, affordability and next steps in buying or building.
Financial planning for security and a carefree retirement.
Financial coaching for employees - for less stress and more loyalty.
We are there for you when you need us.
+41 44 278 80 60hello@caveo.ch
Caveo AG Wiesenstrasse 10a8952 Schlieren
Our office hours:
Monday to Friday, 9am-12pm and 1:30pm-5pm.
Appointments by arrangement.