Established Resident
Advanced planning for long-term residents in Switzerland
Ready for the Next Level
You've completed the essentials! Now it's time to optimize your Swiss life with advanced financial planning, investment strategies, and deeper integration into Swiss society.
This checklist focuses on long-term optimization, wealth building, and making the most of your Swiss residency. Track your progress as you implement these advanced strategies.
Advanced Planning Checklist
Your Optimization Progress
Track your advanced planning and optimization tasks
Build Investment Portfolio
importantDevelop a diversified investment strategy beyond 3rd pillar
Timeframe: After 6+ months of stable income
Optimize Tax Strategy
importantImplement advanced tax optimization strategies
Timeframe: Annual review and planning
Optimize Pension Strategy
importantAdvanced pension and retirement planning
Timeframe: Ongoing review
International Financial Planning
importantOptimize finances across multiple countries
Timeframe: If you have international assets/income
Estate Planning
importantEstablish comprehensive estate planning
Timeframe: After accumulating significant assets
Consider Property Investment
recommendedExplore real estate investment opportunities
Timeframe: After 2+ years and stable finances
Professional Wealth Management
recommendedConsider professional financial advisory services
Timeframe: When portfolio exceeds CHF 500K
Education Savings Planning
recommendedPlan and save for children's education costs
Timeframe: If you have or plan to have children
Explore Business Opportunities
recommendedConsider entrepreneurship and business investments
Timeframe: When ready for entrepreneurship
Advanced Insurance Planning
recommendedOptimize insurance coverage for wealth protection
Timeframe: As wealth and responsibilities grow
Community and Networking
recommendedBuild professional and social networks
Timeframe: Ongoing
Swiss Citizenship Planning
recommendedPlan for potential Swiss citizenship application
Timeframe: After 10+ years of residence
Legend
Continue Your Journey
Explore our comprehensive guides to maximize your financial opportunities and fully integrate into Swiss life.