We provide comprehensive counselling services for creditworthy families and individuals. We offer asset protection and management, tax advice and legal services. Our goal is to ensure the security and long-term development of our partners' assets through a professional and individual approach.
We are part of Swiss Life, a Swiss financial group with more than 165 years of experience in providing pension and financial solutions. We offer comprehensive financial advice. With our educated and motivated financial consultants, we will create a financial plan for you according to your needs.
Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.
We provide comprehensive services in the management and recovery of debts (out of court, court, execution). We organize interesting seminars and trainings for individuals and companies. We provide services and advice in the field of public procurement for contracting authorities and contractors.
We provide cash, consumer and revolving credit (credit card) loans, loan consolidation and hire purchase. You can arrange your loan online or over the phone, with no origination, maintenance or prepayment fees, and worry-free repayment thanks to insurance and additional services such as deferred payments.
Mortgage and advice centre. We represent clients in the financial marketplace to take advantage of all the benefits they are entitled to, even if they are legally entitled and don't know it. We also ensure that clients do not pay unnecessary money to banks in fees and pointless products.
We provide financial advice. We will introduce you to the basic principles of its operation and help you navigate through the offers, products and regulations. We can always find the optimal solution for you.
We offer comprehensive financial solutions based on your needs and goals. We help you avoid common mistakes and plan your finances effectively. Our strategy is focused on long-term benefits and regularly updated plans that reflect your values and life situations.
Money Spot is where your money makes sense. You'll find the best of the world of finance, investing and the search for financial freedom. Immerse yourself in our know-how and become a member of a unique community focused on financial literacy.
We have been optimizing personal and family finances for thirteen years. We cooperate with all major banks, insurance companies, pension companies, building societies and other financial institutions.
We are specialists in family finance. We provide total financial advice on insurance, mortgages, investments and cost optimization. We work with most banks, insurance companies and investment companies in the market.