Insurance advice without the agenda.
How we work
We review your full insurance setup and give you a clear, written assessment: what's missing, what's unnecessary, and where you can improve.
- Independent advice based on your situation
- Clear recommendations you can act on
- You decide what to do next
Our packages
Insurance Check
CHF 350.-
- Review of your current insurance setup
- Gaps and overpayments identified
- Written recommendations
Insurance & Pension Optimization
CHF 550.-
- Everything in the Insurance Check
- Pension fund analysis (2nd pillar)
- 3rd pillar review and optimization
Complete Check
CHF 800.-
- Full insurance review
- Pension and retirement planning
- Tax optimization opportunities
- Written report covering your full financial picture
Why work with us
Your situation defines the recommendation.
Independent and experience-based advice
We focus on what makes sense for your situation.
Clear recommendations you can act on
No complexity, just what matters.
You stay in control
You decide what to do next.
Support when you need it
We guide you, without pushing decisions.
Not sure if you're overpaying? That's exactly what we check.
One review. You keep full control over what happens next.