Personal advice on pensions, insurance and wealth, from your first savings plan to retirement. I bring order to what is already in place, close the gaps, and you keep the overview.
45 min,
free and without obligation.
On average, Swiss families pay for insurance they hold twice over, and save in pillar 3a on accounts that have for years been losing real value.
I make visible what was invisible until now.
Fixed costs analysed, hidden subscriptions revealed, a plan that fits your life.
Every policy reviewed, duplicate cover removed, comparison quotes obtained.
3a providers compared, BVG statement reviewed, tax effect simulated.
From your first ETF savings plan to a diversified allocation. No commission.
I listen. Goals, concerns, situation. No selling, no documents needed.
You upload your documents securely. I review every policy, every contract, every pension statement.
A clear report. What stays, what goes, what can be improved. Figures instead of gut feeling.
You decide, I support you. Cancellations, applications, provider switches: all taken care of. Annual review included.
One point of contact.
One file.
Genuine feedback from clients will appear here soon.
If your question is not covered, write to me. I reply personally, usually the same day.
Direct line by emailThe first consultation is free of charge. Solutions are financed through the providers, as a rule without direct fees. Separately commissioned analyses are agreed in writing in advance.
At the office at Bernstrasse 162 in Zollikofen, at your location, or by video call. You choose what suits you best.
Health insurance, liability, household, life and term life, loss of earnings and disability, motor vehicle, legal protection, pension fund. For the self-employed, additionally BVG, UVG and daily sickness benefits.
From first consultation to recommendation: 4–6 weeks. Implementation a further 4–12 weeks, depending on the contract. A status report at any time.
Confidential, used only for the advice. Processing in accordance with the Swiss Data Protection Act. On request, deletion after the end of the mandate, confirmed in writing.
Each year I take on only a limited number of new mandates, so that every advisory relationship gets the depth it deserves.
How would you like to meet?