Financial Services

Comprehensive Retirement Planning Services

Expert legal and financial services designed to secure your retirement future across Austria and the EU.

Our Service Categories

From initial assessment to ongoing management, we provide end-to-end retirement finance security solutions.

Retirement Assessment

Comprehensive analysis of your current financial position, retirement goals, and risk tolerance to create a personalised strategy.

What's Included:

  • Financial position analysis
  • Risk assessment and profiling
  • Retirement goal setting
  • Personalised strategy development

Starting from €500 consultation fee

Get Assessment

Legal Structuring

Expert legal guidance on retirement fund structuring, tax optimisation, and regulatory compliance across Austria and the EU.

What's Included:

  • Pension fund structuring
  • Tax optimisation strategies
  • Regulatory compliance review
  • Legal documentation preparation

Starting from €1,500 setup fee

Get Legal Guidance

Investment Management

Professional portfolio management and investment strategies designed for long-term retirement security and growth.

What's Included:

  • Portfolio construction and management
  • Asset allocation strategies
  • Regular portfolio rebalancing
  • Performance monitoring and reporting

Annual management fee from 1.2%

Start Managing

Additional Specialised Services

Comprehensive support services to enhance your retirement planning strategy.

Tax Planning

Optimise your retirement savings through strategic tax planning and compliance.

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Estate Planning

Ensure your retirement assets are protected and efficiently transferred to beneficiaries.

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Pension Optimisation

Maximise your state and private pension benefits through strategic planning.

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Ongoing Support

Continuous monitoring and adjustment of your retirement plan as circumstances change.

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Our Service Process

A structured approach to securing your retirement future with personalised attention at every step.

1

Initial Consultation

Free consultation to understand your retirement goals and current financial situation.

2

Detailed Analysis

Comprehensive review of your finances, risk profile, and retirement objectives.

3

Strategy Development

Creation of a personalised retirement plan with legal structuring and investment strategy.

4

Implementation & Support

Execute the plan and provide ongoing monitoring and adjustments as needed.

Ready to Start Your Retirement Planning Journey?

Contact Zyvorex today to schedule your free consultation and take the first step towards securing your financial future.