Independent certified advisor for mortgage loans, insurance, investments and related financial products. I pride myself on fair dealing and long term client care.

We help clients with financial planning and real estate. Our portfolio includes retail clients as well as businesses and sole traders. We most often handle mortgages, various insurance, investments, employee benefits, and operating and investment financing for businesses.

The company has a history of 24 years of real estate investment. It offers bonds with yields up to 9%. Its portfolio of investments includes EFI Hotels, EFI Brewery, office buildings and residential properties. It will also offer its services as a real estate agency. The insurance services division will take out insurance for you.

At our branches, we will be happy to help you review your contracts, select a suitable product tailored to you, and explain the benefits of the Allianz plus programme. Of course, we can also help you fill in the appropriate form or take a photo of your speedometer.

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.