Retirement is approaching, opening the door to new opportunities — but also to plenty of questions. Are your plans realistic? Can you afford your ambitions? Can you enjoy retirement without depriving your loved ones? It's completely normal to wonder.
With a good dose of foresight and sound advice, you can keep looking forward to it! The challenge is preparing for the future while preserving your quality of life today.
"Can I afford to maintain my standard of living?" Retirement finally means time for yourself — but it also means no more salary. Before making major decisions, review your financial situation with our experts and build a tailored plan together, so you can enjoy your new life with peace of mind.
“Can I afford to buy or keep a second home?”Spending more time in nature, in the mountains, or by the water. Being able to host family in a place that’s close to your heart. It’s a dream for many, and retirement seems like the perfect time to make it a reality. Let’s take a look together to see if that’s the case!
"How can I preserve and pass on my wealth?" Protecting the wealth you've built, so you can pass it on to your children or loved ones, is a very common concern — and understandably so. Fortunately, that's no reason to hold back on your own plans and pleasures. All it takes is a little planning ahead.
Your plans can raise questions about the resources available to you, or about your vision for the years ahead. These questions deserve clear answers, and your plans shouldn't fall through simply out of fear of making the wrong choice. We suggest building a financial plan together. By reviewing your personal and financial situation, we help you achieve your life goals and secure your future — today and tomorrow.
At Crédit Agricole next bank, you're not a number. You're a person with your own story. Our ambition: to be useful to you, whatever your wishes or plans.
Open an account remotely in just 10 minutes, use a smooth and modern mobile banking app to manage your day-to-day finances, use the Pilla app to manage your retirement savings, and access online calculators... Our digital tools are designed to simplify your daily life, no matter where you live.
Every client, whatever their wealth, benefits from a dedicated advisor who can easily be reached through your e-banking's secure messaging, by phone, by email, or in person at one of our 13 branches across French-speaking, German-speaking and Italian-speaking Switzerland. Link: Find a branch. Find a branch
