Independent insurance and financial planning advisors. We analyse, compare across 75+ companies and find the best solution — for you and your family.
Optimise your taxes
Basic (KVG/LaMal) + supplementary. We optimise your premium without reducing your coverage.
Free analysis →Every situation is unique. We offer tailor-made solutions, clearly explained, in your language.
Basic (LaMal/KVG), supplementary (LCA/VVG) and subsidies. We optimise your coverage.
Learn more →Liability, partial and full comprehensive cover. We compare offers for the best terms.
Learn more →Work, traffic, contracts, neighbours — a lawyer and the costs covered.
Learn more →Savings, investment funds and tax benefits through compound interest.
Learn more →Contents, private liability and protection for your home.
Learn more →Get back what's yours: deductions, deadlines and an optimised return.
Learn more →Consumer credit: comparison of banks and the best conditions.
Learn more →Buying in Switzerland: borrowing capacity, strategy and support up to the notary.
Learn more →We analyse your personal and financial situation to understand your real needs and priorities.
Clear, transparent advice, without complications, explained so you can make an informed decision.
Our collaboration doesn't end at signing — we stay available for every question or change.
Families supported
Individual clients
Partner companies













We are not tied to any insurance company. We work only for you.
We compare offers from 75+ companies and only recommend the best ones for your situation.
Every client is unique. We propose a tailor-made solution.
We don't abandon our clients after signing — advice and adjustments at any time.
« One click saved me CHF 1,400 over the year, for my whole family. »
« I didn't know how the Swiss system works. They do, so I listen to them. »
Online simulators, no obligation. Estimate your savings in a few clicks.
Compare LaMal premiums and find the most advantageous offer.
Open the tool →A few questions to identify your insurance needs.
Open the tool →See the power of compound interest on your savings.
Open the tool →Estimate your tax and possible savings before you file.
Open the tool →Monthly payments, interest and total cost of your loan.
Open the tool →Plan your monthly budget: income and expenses.
Open the tool →Free consultation. No obligation. Reply within 24 hours.