Advice and global view
Non-employees of an insurance company or other financial institution, we are not desperate sellers who absolutely must sign contracts. Our work is based on a long-term vision as well as maintaining the trust of our customers.
Private life and commercial companies evolve, also their needs; we continue to follow you and advise you!
• your child starting an apprenticeship or studies, how will he be covered?
• pension fund LPP certificate, redemption, conversion rates, spouse's pension ...?
• retirement, when and how much?
• being a home owner, possible for us?
• for car insurance, best price coverage?
• If I had big health’s problems, who would pay for that?
• for a claim, who will help me?
• I start my own business?
Ask us questions.
Completely INDEPENDENT, we collaborate with:
• the main insurance companies in Switzerland
• "large" banks and other more regional
• Trustees and law firms for information and specific work