Insurance brokerage
Financial planning
Consulting and administration
Pension fund management

"Plan to preserve"

Expert in the field of insurance and providence for 20 years. Our services are specifically aimed at 3 categories of clients:



You wish to protect yourself against the financial consequences of a disability, an incapacity to work or a death? Our insurance brokerage firm offers adapted solutions for individuals.

Our comprehensive approach, from portfolio analysis to insurance contract management, allows us to be as close as possible to your needs and to the reality of the market. Our specialized insurance brokers are always ready to listen to you in order to optimize your family's financial balance and negotiate the most advantageous insurance contract for you.



With more than 15 years of experience and knowledge of the insurance market, our job as a broker is to analyze and harmonize all of your company's social benefits. We compare insurance offers and help you to find the best contract for your company.

Going through a broker will save you time. More than a simple insurance brokerage company, our objective is to be your "insurance department" by defending your interests as closely as possible with the various insurance companies. Our network of brokers is present in the whole of French-speaking Switzerland.


Medical sector

As an expert in the field of insurance and provident funds, our mission is to provide operational support to medical practices and self-employed doctors: we create tailor-made products for professionals including preferential conditions to best support the activity of your structure.

Our brokers analyze all risks and propose insurance and pension solutions for your retirement.

We have been committed to our clients on a daily basis for over 20 years. This proximity and our quality of service has led more than 1000 clients to entrust us with the management of their insurance and provident funds.