Reliably at your side. Today, tomorrow, and in the long term.

Since 2000, we have been supporting individuals and companies in insurance, pension, and financial matters—always with the aim of offering more than just standard solutions.
As an owner-managed broker with roots in Central Switzerland, we value genuine proximity, partnership-based relationships, and the highest quality of service.

Our clients are SMEs, self-employed professionals, and private individuals from all over Switzerland who think long term and value personal service. We listen, ask questions, and develop solutions that are tailored precisely to your life—individual, understandable, and forward-looking.

Our claim is clear: we do not offer you off-the-shelf products, but well thought-out, tailor-made solutions. As an independent broker, we think freely – not in the interests of insurance companies or banks, but entirely in yours.

We maintain an overview, even when things get complex, and involve our trusted partners as needed. We work particularly closely with PensExpert AG, the leading provider of customized pension solutions.

Whether for business or personal matters, we see ourselves as your partner – today and in the long term.