A diversity of experiences and perspectives forms the foundation for innovation and enables individual paths—both professionally and personally. Yet, the multitude of possibilities requires constant decision-making. This compendium provides guidance and demonstrates how you can leverage the potential of diversity for your future. After all, boundless opportunities also bring complexity.

Population surveys and studies show that financial matters are a major concern in Switzerland. Rising health insurance premiums, high energy costs, and increasing rental and property prices affect us all. At the same time, we now have almost unlimited access to information. The third edition of the VPZ Compendium highlights the complexity of financial matters while also showing where VPZ can support you.

When considering how we want to live, we cannot avoid thinking beyond today and planning ahead. Making decisions can often be challenging, yet it is worthwhile when it comes to your needs and your future. The second edition of the VPZ Compendium reflects the full spectrum of our advisory services and provides you with valuable insights for your personal wealth, pension, and tax planning.

Developing and improving has been a guiding principle at the Wealth Planning Center since its founding in 2001, enabling us to consistently provide you with the best independent advisory services. A reflection of this commitment is, among other things, the first edition of the VPZ Compendium. This edition consistently represents the full spectrum of our advisory services—from wealth management and pension planning to tax optimization. After all, when it comes to you and your future, personal and holistic advice remains essential.