Helping you build a solid financial life in Switzerland.

Grüezi, welcome

We know you have a lot to do and all kinds of things to get familiar with. Our experts will advise you on both compulsory and voluntary insurance and guide you to help you build a solid financial life. As your journey unfolds in your new chosen home or place of work, we will help you take the next step towards getting settled. Whether you want to become a homeowner, invest money or make financial provisions for old age — we can help.

Switzerland
Switzerland

Recently arrived or settling in? Wherever you are on your journey, we are here to help welcome you to Switzerland.

How we help our clients

  • Assistance with administrative formalities
  • Advise on compulsory and voluntary insurance
  • Access to insurance and banking products

This could be useful

Financial Planning

For everyone serious about achieving his or her financial goals, a clear strategy is the first basic prerequisite — and pursuing your strategy with consistency is essential for success.

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Insurance Planning

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.

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Property Acquisition

The purchase of residential or investment property is an extraordinary event for many. Careful planning is a key success factor for ensuring that processes can run smoothly.

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