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Maintaining my standard of living in retirement

Maintaining my standard of living in retirement

With so much going on in your life – from family and work to pursuing your passions – retirement planning was not your priority. You still have quite a few years before that new phase in your life begins. However, you now want to make sure that when it does, your pension and overall financial situation will allow you to keep up your current lifestyle and enjoy your golden years.

Solution

We understand the importance of being able to rest easy when it comes to your retirement. Our internal and external network of pension experts will assess your current situation to give you a clear picture of where you stand. They will then design a bespoke retirement plan with you to help you secure the retirement you envision for yourself.

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.

What Matters To You?

 
Taking your company to the next level with a Lombard loan
 
Looking after your loved ones, no matter what the future holds
 
Using your investments to help make the world a better place
 
Reshaping an existing portfolio with the help of a lombard loan

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