Since 2000 we have been operating successfully on the market as an independent insurance broker and financial advisor. The company is owner-managed by its two founders, Urs Zuber and Jörg Odermatt. Loyal customers include SMEs, self-employed people and private individuals all over Switzerland.
We devise customized insurance and retirement solutions, as well as offering tailor-made financial and pension planning. As the customer, your specific needs and priorities are our prime concern.
Our team strives to provide expert advice coupled with all-round individual support. As an insurance broker and financial advisor, we are independent of insurance companies and banks. This leaves us free to find the best solutions for you.
When dealing with cross-industry issues we work in conjunction with our network of experts and partners. We collaborate particularly closely with our in-house partner PensExpert AG, the leading provider of customized retirement solutions.