Finance with clarity and a human touch. Comprehensive service with financial and wealth analysis and tailored plan according to the client's needs and goals. Over 5 years in the industry with all CNB licenses. I currently work with over 150 clients with over 25 million in assets under management.
We provide independent financial advice on security, housing finance and provision. Financial analysts, economists and lawyers are available. We work with insurance companies, pension funds, building societies, banks and securities dealers.
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.
I am engaged in real estate activities. I offer search and mediation of sale and lease of real estate - apartments, houses, cottages, cottages, land and others. We also offer insurance services such as real estate, vehicle, home financing, accident, travel, life and pension insurance.
I have many years of experience in finance and my goal is not just to sell products, but to help people with comprehensive financial planning. A financial plan is a living document that reflects your current needs and future aspirations.
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.
Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.
Broker Point Premium is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.
Broker Point Premium is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.
We help startups and companies to get investors and bring their projects to a successful conclusion. We secure funding, manage key projects and help set up the business to make it work. We know what works and where it's falling apart. We are your partner for growth, execution and an investment story that makes sense.
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 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.