Providing advice on housing finance and building society savings. Focus on home loans or renovations, mortgages. I offer services in life insurance and risk life insurance, as well as property and liability insurance and also retirement savings.
Providing financial advice on building savings, life and property insurance. Arranging loans, mortgages and savings and deposit products and current accounts.
I can help you navigate the world of finance. I provide families and businesses with comprehensive financial advice, planning and ensure their standard of living in every situation.
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 offer financial and investment advice - family finance analysis and financial plan development, loans and mortgages, property, liability, risk, legal protection and other insurance, investments, financial plans, refinancing and consolidation.
Providing financial and insurance advice. Arranging insurance for people, vehicles, property, consumer loans and mortgages, investments. Comparison of prices, insurance conditions and follow-up service with insurance companies and banks. Review of existing contracts.
Financial Independence Planning for Entrepreneurs - Achieving independence of the owner from the business and the business from the owner. With the prestigious title of European Financial Planner (EFP), I specialise in financial planning for entrepreneurs who often lack a clear structure and strategy when it comes to wealth management.
I help you take care of your finances. I help clients secure the most advantageous real estate financing. I can advise you on investments, mortgages and insurance.
We provide real estate and financial full service. We deal with housing finance, loans and refinancing, building societies, pensions, investments, personal, vehicle, business, employee, legal protection, liability and travel insurance. Consultations are free of charge.
I offer mortgage and consumer loan processing including legal advice and choosing the best product for you. I also process your family's or individual's insurance and investment plan. I organize turnkey events such as weddings, birthday parties, team building, bachelor/bachelorette parties.