"Plan to preserve"
Individuals
Our comprehensive approach from portfolio analysis to global insurance management allows us to meet your needs while keeping in line with the market: we are always at your disposal to optimise the financial balance of your family.
read moreCompany
With more than 15 years of experience, our mission is to analyse and coordinate all your company’s social benefits: our goal is to be your “Insurance department” by defending your interests as much as possible.
read moreMedical
As an expert in the field of insurance and pensions, our mission is to provide operational support to medical practices and doctors with independent status: we create tailor-made products including preferential conditions to offer the best possible support to your activity.
read more04
specialities
+1k
clients who trust us
15
years
2
sites in Switzerland