PSbB_Beratung_152_Ret_V1a
Finance

Free professional advice

Managing money or assets, and general financial matters, are sensitive issues for many people. You can turn to us in complete confidence with your concerns. During a face-to-face consultation, we will work through all your questions together. The consultation is confidential and free of charge.

  • Would you like a better overview of your finances, or are you finding that your money is running low?
  • Do you have questions about social security (AHV, EL, financial assistance)?
  • Are you unable to cover your living costs with your AHV pension and/or income?
  • Do you need help with your monthly payments and the associated paperwork?
  • If you are unable or unwilling to complete your tax return yourself, we can help you.

Book an appointment for a personal consultation and together we’ll find a good solution for you.

Monday–Friday, 8 am–12 noon and 2 pm–5 pm

061 206 44 44 beratung@bb.prosenectute.ch
  1. Taschenrechner mit Block

    Supplementary Benefits Calculator

  2. Lebhaftes Gespräch zwischen einer Beraterin und einem Kunden zu Steuerfragen.

    Together, we’ll find a way

  3. Beratungsgespräch zwischen zwei Personen bezüglich der Steuererklärung findet statt.

    We’ll take care of your tax return

  4. Berater zeigt einer Kundin Broschüren und Anlaufstellen zur Finanzberatung.

    Sort out the administrative matters properly

Locations of the advice centres

Consultations by appointment only. Please telephone in advance.

Your questions about finance

Am I entitled to supplementary benefits (EL)?

You can get an initial estimate using our EL calculator. For specific and more detailed advice, please contact our advisory team on 061 206 44 44 or at beratung@bb.prosenectute.ch.

Do you help people fill in EL applications?

You can get an initial estimate using our EL calculator. For specific and more detailed advice, please contact our advisory team on 061 206 44 44 or at beratung@bb.prosenectute.ch.

Do you offer help with tax returns?

If you are aged 60 or over, our experts will be happy to complete your tax return for you. You can contact our tax department from the start of February until the end of May via the tax helpline on 061 206 44 55 or at steuern@bb.prosenectute.ch. Further information can be found in the latest tax return leaflet. 

Is there any financial support available for people on low incomes?

Yes. We help you to claim your social security entitlements and, in certain situations, also provide specific financial support as part of our ‘Individual Financial Assistance’ scheme. Our aim is to ensure that our services are available to everyone – regardless of their financial circumstances. Even for our fee-based services, we will find a solution where necessary, for example through foundation funding or grants. Please contact our advice service for further information: 061 206 44 44 or beratung@bb.prosenectute.ch.

Who can help me with administrative matters?

Our social counselling team will be happy to look into your matter with you. If you have an ongoing need for support, we can assist you through a trust or guardianship arrangement. Please contact our advice service on 061 206 44 44 or at beratung@bb.prosenectute.ch.