Aligning your insurance coverage with your needs
Strike the right balance
Each household spends an average of several thousand francs a year on insurance. The range of products on the Swiss market is hardly manageable for clients, and the comparison of services without specific expertise is not possible. We take this time-consuming task off of you and provide you with independent and neutral advice.
In order to align your insurance coverage with your actual needs, our advisors perform a detailed analysis. This is the basis we need to find the right balance between benefits and costs that works for you.
Our insurance planning aims to prevent both unnecessary surplus and insufficient coverage. Our detailed risk analysis helps to identify, prioritize and cover the right risks.
Our advisory topics
We advise and support our clients on the following topics, among others:
- Unbiased advice
- Needs analysis
- Risk analysis
- Insurance management
- Access to insurance products