The strategy in 1e is part of your overall assets, not just a form. Eleven questions will show whether your components fit together.
Free · No registration required · 3 minutes
A withdrawal in five years requires a different equity allocation than one in twenty.
Anyone who holds the same assets in their 1e account and their brokerage account doubles their risk without realizing it.
In the 1e plan, you bear the gains and losses yourself, even if you change jobs at an inopportune time.
Executives use the assessment to evaluate their own situation. Companies also offer Caveo as a service for senior management and executives, for example, when implementing a 1e plan.
Here is one question you can ask your advisor or your pension fund.
Eleven questions, three minutes.
Context and the most significant levers.
A 45-minute session with a financial planner—free of charge.
On your own, with your bank, or with us.
For salary components exceeding approximately CHF 132,000, the employer may offer plans in which you choose the investment strategy yourself. You bear the gains and losses yourself.
That depends on your marginal tax rate, your time horizon, and your planned withdrawal. The checklist provides an initial assessment.
Yes, as a service for your executive team and management. Contact us after the assessment, or schedule a consultation right away.
Three minutes will show whether your building blocks are contributing to the same goal.