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Interesting insights from the True Wealth blog

In the past, you trusted your bank advisor and were the center of attention. Today, you are often just a number – with standardized advice and hidden costs. Your return? Limited. Your control? Minimal.

Big banks rely on high fees and self-serving products.

The solution? Modern wealth management that puts you at the center – cost-efficient, transparent, and flexible.

True Wealth brings technology and independence together:

For your free assets: ETF-based wealth management – invested in liquid assets.

For your pillar 3a: tax-optimized retirement provision – integrated into your wealth management.

For the child portfolio: expertise and wealth building for the next generation. 

The future of online wealth management:
Welcome to True Wealth.

See for yourself how you can invest with our sample portfolio.

True Wealth, online wealth management. Intuitive, transparent, cost-efficient: invest and build wealth with ETFs.

True Wealth – Online wealth management in Switzerland

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An analysis by the independent comparison service Moneyland shows: Although pension apps beat traditional pension funds on price on average, many digital providers still charge high fees.

Fee comparison of 3a apps

Mit einem Durchschnittslohn zum Millionär?

Das ist möglich und zwar ohne Frugalismus oder unerreichbare Anlagerenditen.

Wichtiger sind ein strategischer Vermögensaufbau, ein realistischer Finanzplan und etwas Disziplin.

Im aktuellen Coffee Break erhältst du Einblick in ein idealtypisches Zusammenspiel von Vorsorgekapitalien und freiem Vermögen.

Mehr über True Wealth erfährst du hier: https://www.truewealth.ch/?utm_source=youtube&utm_medium=organic_social&utm_campaign=podcast_grober_finanzplan

#vermögensverwaltung #finanzplan #truewealth #vorsorge

#75 Der grobe Finanzplan: So viel Einkommen hast du nach der Pensionierung

Have you already thought about what life will be like after you retire? Perhaps you’re in the midst of your career and have your mind on entirely different things. However, a simple, rough calculation can help you determine whether you’re financially prepared for life after your career.

#75 A rough financial plan: This is how much income you'll have after retirement 

A simple model calculation based on your pension fund, pillar 3a, and liquid assets will show you how much income you'll have after retirement.

A rough financial plan: This is how much income you'll have after retirement

Rita outperforms Emil on the SPI

Rita outperforms Emil on the Swiss Stock Market&nbsp;

Regular Investing pays off on the Swiss Stock Market

Rita outperforms Emil on the MSCI ACWI

Rita outperforms Emil on the global stock market

Regular investing prevails in the MSCI ACWI

No one likes to pay too much. That’s why many investors wait to buy until prices have fallen. In some cases, this strategy works. However, nearly 37 years of experience in the Swiss and global stock markets show that those who wait for a market crash end up paying several hundred thousand francs for it.

Why waiting for a market dip hurts your returns

Everyone wants to buy low. But speculating on a crash can result in very high opportunity costs. In the end, those who invested as early as possible come out on top.

The financial world has changed.

Don't take our word for it – test us:

Discover our sample portfolio

Interesting posts from the True Wealth blogSee all

Fee comparison of 3a apps

#75 A rough financial plan: This is how much income you'll have after retirement

Why waiting for a market dip hurts your returns