PensionShieldPro was founded to solve a real problem: the lack of integrated, senior-focused financial protection in a country known for its precision. Our team brings together retirement advisors, legal experts, and licensed insurance brokers with decades of combined experience across Switzerland’s diverse cantons and multilingual regions. We believe that retirement is not an endpoint—it’s a phase that deserves proactive planning and full-spectrum protection.
Get StartedPensionShieldPro operates at the intersection of personal consultancy, licensed insurance brokerage, and digital service delivery.
Client Value Our clients benefit from a highly individualized, conflict-free advisory experience that blends expert financial planning, cross-border legal awareness, and holistic retirement care strategy. We do not push products—we guide decisions.
Target Audience Swiss citizens nearing or in retirement, expatriates with vested pensions, dual-residency individuals, and family offices managing legacy and elder care for loved ones.
Delivery Channels We operate through private consultations (online or in person), interactive retirement readiness workshops, annual pension health reports, and our secure digital client portal.
Revenue Streams We are compensated through a mix of client advisory retainers, commission-based partnerships with vetted insurance providers, and packaged retirement planning services.
Key Partners & Resources Our ecosystem includes FINMA-licensed brokers, notaries, tax consultants, estate lawyers, and healthcare coordinators—working under strict fiduciary alignment. Our secure tech platform ensures that data stays protected and clients remain fully informed.
Cost Structure Major costs include advisor salaries, compliance and licensing, secure IT infrastructure, client education programs, and multi-lingual service staff to serve Switzerland’s regional diversity.
To bring Swiss retirees clarity, confidence, and control by delivering comprehensive, ethical, and accessible financial protection solutions that respect individual legacy, family priorities, and personal autonomy.
Led by founder and certified retirement planner Elisa Brunner, our team includes multilingual legal consultants, licensed insurance advisors, and care strategy planners. We operate from Zurich, with a presence in Lausanne and Lugano, ensuring culturally aware and legally compliant support across all major language regions.