At CPP we provide sound advice for real life situations. We are not young inexperienced financial advisors. We are old enough to have lived through all the situations that you will probably encounter and wise enough to know how to help you!

Starting off in professional life

You have just started your new job, either because you have just finished your studies, or maybe because you have just arrived in Switzerland.

There are several things on which you should spend some time. The questions you should ask yourself are:

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Getting married or planning a family

You are moving in with your partner. Important decisions will have to be made because your situation has changed.

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You have been promoted

You have been granted a promotion, with a substantial salary raise, and a motivating performance bonus. You can expect higher than average income.

But a promotion is not necessarily eternal. What happens if you don’t reach your goals ? While everything is going well, a certain number of subjects should be given consideration.

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Home sweet home !

You have decided to buy your own home. In Switzerland this process can be very time consuming and a lot more complicated than you expect. It is also a long term investment and has to be thouroughly prepared. CPP will take you through the process step by step, assisting you at all levels.

The questions you should ask yourself are:

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Relocating abroad

A lot of things to be organized can complicate a move abroad for professional reasons.

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You are in career transition

Your company is reorganizing, saving on jobs, relocating to another country or closing down. Your main objective of course is finding a new job. You may receive help for this from an outplacement firm. Your first priority will be to contact your unemployment office. And after that ?

There are a lot of things to be considered and CPP can help you.

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Retiring

You are ready to take your retirement. Important decisions have to  be made, whether you are taking early retirement, normal retirement at the legal age, or are postponing your retirement.

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Services to companies

CPP can offer a wide range of services to small, average and large companies based in Switzerland.

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