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Private clients

Independent advice to protect what matters.

Insurance, pensions, tax: we analyse your situation, compare the market and support you over the long term — without depending on any insurance company.

Our services

Eight areas, one complete view of your protection.

Home insurance

Comprehensive protection for your home and personal belongings.

  • Water damage cover
  • Theft protection
  • Personal liability
Learn more: Home insurance

Vehicle insurance

Car, motorbike, bicycle: all your mobility insurance.

  • Compulsory liability
  • Full casco
  • 24/7 assistance
Learn more: Vehicle insurance

Health insurance

Supplementary health insurance tailored to your needs.

  • Alternative medicine
  • Private room
  • Dental care
Learn more: Health insurance

Tax planning

Pay the right amount of tax, not a franc more.

  • Optimised deductions (3a, pension fund buy-ins)
  • Retirement tax planning
  • Support with your tax return
Learn more: Tax planning

Investment

Put your savings to work, in line with your profile.

  • Risk profile and investment horizon
  • Savings and life insurance (pillar 3b)
  • Diversification and regular reviews
Learn more: Investment
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Pillar 3a

Scheduled contribution

Tax & optimisation

Every franc well placed counts twice.

Pension fund buy-ins (BVG/LPP), pillar 3a, lump sum or pension: your retirement decisions have a direct impact on your taxes. We build them into our analysis so that your protection also makes sense from a tax point of view.

  • Buy-ins into the 2nd pillar
  • Contributions to pillar 3a
  • Withdrawal as a lump sum or a pension
  • Coordination with your accountant
Learn more about tax

How it works

Four steps, one point of contact.

  1. 01

    Analysis

    We review your contracts, your needs and your goals.

    What you get

    A clear overview of your cover

  2. 02

    Comparison

    We compare the offers on the market, completely independently.

    What you get

    The best-suited offers, side by side

  3. 03

    Set-up

    We take care of the formalities, from cancellations to new policies.

    What you get

    Contracts in place, with no paperwork for you

  4. 04

    Follow-up

    We stay by your side: claims, life changes, regular reviews.

    What you get

    A point of contact who knows you

Let's review your insurance.

A first appointment to understand your situation.

Book an appointment

Past performance is no guarantee of future performance. All investments involve risk.