Broker

independence
an insurance broker is fully independent. Therefore, he can really be at your service and work at your best interest

the choice of appropriate products
a broker has direct contacts with insurance companies and knows each of their specialties, products and premium rates

the global view
a broker has a global view on the whole of your risks exposure and insurance coverage

risk/need assessment
a broker conducts the risks and needs assessment identifying your particular issues whether in your private or profesionnal life and tailored to your financial possibilities and needs

optimum claim handling
years of experience, a complete independence and a strong position against insurance companies, representing a large client base

insurances
advice for the choice of a new insurance coverage or renewal of it:
- a swift comparison of various offers by insurance companies
- confidential handling of your file allowing your choice without any pressure or influence
- no cost for you; our fee is paid by the insurance company

OUR EXPERIENCE ALLOWS US TO DELIVER THE BEST SOLUTION FOR YOU

bank
- real estate acquisition advice or mortgage renewal guidance
- analyse how much money to borrow and how much to bring in of your own
- contact with banks about your mortgage file
- obtain the best possible quotes for you

investment
- analysis of your wealth distribution
- contact with wealth managers

real estate
- talk about your financial options and the kind of property you are looking for
- help you find a property and advice you
- proxy for search or sale of real estate

tax
optimise your tax situation according to your income, family situation, mortgage debt and any other elements...