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.

Allianz insurance, Allianz mortgage, superannuation, family insurance. Focus on compulsory liability, life, property, travel, accident and business insurance. I offer mortgage loans. Possibility to send a quote by e-mail. Wheelchair access to the office.

Quality is absolutely essential for us. Personal approach and expertise are key to building trust with our clients. Our insurance and financial services are characterised by stability and a focus on quality, enabling us to provide reliable and valuable solutions that meet our clients' needs.

We are a team of financial advisors who help clients achieve their financial goals, secure and build equity. At the same time, we help clients with the acquisition of real estate. Whether you are looking to tackle home ownership or purchase an investment home we are here for you.