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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesKlotenVPZ Vermögens Planungs Zentrum AG
VPZ Vermögens Planungs Zentrum AG Logo
Verified· 3 sources

VPZ Vermögens Planungs Zentrum AG

Summary

About the company

VPZ Vermögens Planungs Zentrum AG provides independent financial, wealth and tax advisory services, including pension and estate planning. The firm delivers holistic, personalised advice on wealth, pension and tax matters and offers related services such as real estate advice, care-home cost planning and relocation/structuring support.

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Products & services

Industry:Fiduciary Offices
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10
Wealth advisory
Wealth analysis and wealth optimisation, budget and liquidity planning, wealth building and expansion, cost and fee optimisation, bank-independent custody account and securities analysis.
Retirement planning
Retirement forms, pension fund with pension or capital withdrawal, tax optimisation up to retirement, affordability of mortgages in retirement, inheritance and estate arrangements, AHV benefits and contribution obligations.
Tax advisory
Residential address review and tax implications, utilisation of available deduction options, mortgage financing with imputed rental value and interest on debt, pension fund buy-ins, splitting of capital payout taxes.
Provision planning
Analysis of under- and over-insurance, pillars 3a and 3b, provision protection in case of inability to work, invalidity and death, pension fund analysis, bank-independent custody account and securities analysis.
Estate and inheritance planning
Inheritance and estate arrangements, digital estate planning, marriage contract and inheritance contract, cohabitation agreement, advance inheritance and donation, execution of the will and care mandate.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 63 reviews across all connected sources

Sources
GGoogle563
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Balz-Zimmermann-Strasse 7
8302 Kloten
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.343.441
Founded
2007 · 19 years
Last commercial register change
March 6, 2026
Employees
11 to 20

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