Advisory ServicesSwiss Insurance & Pension

Independent advisory services specializing in Swiss insurance and pension planning. Personalized solutions to secure your financial future.

300+

Satisfied Clients

10+

Years Experience

25%

Average Tax Savings

FINMA

Licensed

My Specialized Services

Comprehensive insurance and pension solutions tailored to the Swiss system and your personal needs.

Third Pillar Planning (3A / 3B)

•Personalized 3A and 3B strategies
•Maximize tax-saving opportunities
•Investment flexibility and growth potential
•Planning for retirement or relocation abroad
•Comparison of the best market solutions

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Life Insurance & Disability Benefits

•Tailored protection to secure your family and income
•Difference between pure risk life insurance and savings-linked policies
•Disability coverage to maintain financial stability
•Protection in case of illness or accident

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Vested Benefits Management (Libre Passage)

•Professional guidance when changing jobs or leaving Switzerland
•Selection of a suitable vested benefits institution
•Optimization of investment performance
•Ensuring tax efficiency
•Transparency and security for your retirement assets

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Health Insurance

•Independent comparison of Swiss health insurance providers
•Semi-private or private hospital plans
•Alternative medicine and dental coverage for children
•Wellness reimbursements
•Transparency, simplicity, and cost optimization

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Business Insurances

•Comprehensive protection for entrepreneurs, freelancers, and SMEs
•Third-party liability and employee benefits (second pillar)
•Legal protection and loss-of-income coverage
•Independent advice and compliance with Swiss standards

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Personal Insurances

•Solutions for individuals seeking everyday protection
•Legal protection and car insurance
•Household and liability insurance
•Travel coverage
•Peace of mind through protection, flexibility, and affordability

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My Advisory Process

A structured approach to ensure you get the best insurance and pension solutions.

Initial Consultation

Comprehensive analysis of your financial situation and personal goals.

Analysis & Research

Detailed evaluation of available options and market comparison.

Recommendations

Presentation of personalized solutions with detailed explanations.

Implementation

Complete support in implementation and ongoing monitoring.

Ready to Optimize Your Financial Future?

Get a free consultation to discover how to optimize your insurance and pension planning in Switzerland.

Free Consultation Includes:

Personalized situation analysis

Gap identification

Initial recommendations

Optimization strategies

Personalized action plan

No commitment required

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