We are an educational and intermediary company in the field of finance. We have been in business since 1995 helping clients with insurance, investments, loans and mortgages and more. Through our training academy, we teach people to understand their finances and navigate the financial markets.
We arrange investments, building societies, consumer home loans, pensions, property, liability and life insurance. We provide work on home renovations, financial optimization, grants, PFP financial planning, full service for real estate agents.
An association of individuals dedicated to providing independent consulting and advisory services in the areas of financial and wealth management and risk management for individuals and corporations. Services mainly include investment advice and home loan brokerage.
Offering financial advice on mortgages, leasing and insurance. We also provide the possibility of personal financial advisor services. We focus on providing a financial plan, summarizing your current financial situation and insuring real risks. We also specialize in small and medium sized businesses.
I have been working in financial consulting since 2019. I help clients with investments, retirement savings, and insurance. I offer financial analysis and retirement audits to help develop effective strategies for managing personal and family finances. My goal is to provide professional, clear, and personalized advice.
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.
I am a financial specialist with many years of experience in the field. Over 250 satisfied clients and households have placed their trust in me. I handle corporate benefits with zero cost to the employer. I am the manager of a team that I lead to quality and efficient work.
I offer comprehensive financial advice. I provide property, liability and legal protection insurance. I mediate investments in the financial market using various instruments.
I am a financial and wealth advisor in the right place. I specialise in a complete service for the client from property finance to the necessary services the client requires whether it be renovation, photovoltaics, property sales or property clearance solutions.