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Our product solutions

1

retirement provision

  • Do you want to lead a self-determined life after retirement?

  • Do you know how much you have left to live on and how much you need?

  • Will the AHV and the pension funds pay you enough income for a happy life in old age, despite foreseeable changes

I will go into these questions with you in detail and show you your current situation in a 360 analysis and how you can optimally supplement it. Read more here >>

2

Wealth Building

  • Have you learned how to save in your life?

  • Have you thought about financing your children's education?

  • Have you ever wondered where to invest your money?

Through an individual analysis and consideration of your goals and needs, I can create the right savings opportunities for you - tailored to your self-determined life.Read here how I proceed >>

3

property

  • Do you dream of living in your own 4 walls?

  • Did you know that rents have increased by over 200% in the last 25 years?

  • How much does it mean to you to have more freedom in furnishing and remodeling your home?

  • Or do you want to sell your property?

I will support you in planning the real estate financing, show you the possibilities with which you can get closer to your dream and achieve it!Read more here >>

4

asset management

  • Do you care what happens to your hard-earned money?

  • Do you want to maintain your standard of living after retirement or do you plan to lead a more modest life?

  • Do you know if you can still carry your home if your income falls?

Together we plan the use of your reserves, define the strategy while keeping the availability very under control.Read how to plan this here >>

5

health care

  • Does the annual announcement of health insurance premium increases leave you feeling helpless?

  • Have you ever been annoyed by the annoying handling of bills or the sluggish processing of benefits by the health insurance companies?

  • Do you know whether you are insured in the event of an accident or illness abroad?

 

I will help you to find your way through the "jungle of health insurance companies". I'll bring you light into the dark and show you what you really need. This saves you a lot of effort and unnecessary hassle.Let me work for you – read how here >>

6

Property and asset protection

  •  Have you ever accidentally run over a red light?

  •  Are you covered against gross negligence in the event of a claim?

  •  When was the last time you adjusted the home contents amount of your insurance?

 

An often annoying topic - but important! I take over the complete insurance management for you and respond to your individual needs. This saves you a lot of time and especially unnecessary trouble!Read here what you should pay particular attention to >>

Personal advice

personal. not binding.

Immerse yourself in the world of our fascinating product solutions and let us advise you personally and without obligation. We will be happy to inform you –personally and without obligation.

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