Untied insurance intermediary · FINMA F01451373

Understand first. Choose after.

Health insurance, pension planning, pillar 3a, mortgages, taxation, investments and insurance: I help you understand the Swiss market clearly and make informed decisions.

I am an independent insurance intermediary and work with many of the leading insurance companies active in Switzerland, so I can propose solutions that truly fit your needs.

Request an initial consultation Explore services

Main services

Insurance, pension and tax solutions for people who live, work or run a business in Switzerland.

Health insurance and medical coverage

I help you compare health insurers, deductible, insurance model and supplementary coverage in a clear and understandable way.

Learn more

Pension planning, retirement and pillar 3a

We build a clear, tax-efficient pension strategy aligned with your life goals.

Learn more

Tax return for private individuals

Support with tax return preparation and identification of the main applicable deductions.

Learn more

Car insurance

Comparison and optimisation of car insurance based on vehicle, leasing, mileage and driver profile.

Learn more

Mortgages and home purchase

Support in understanding affordability, mortgage models, renewals and comparison between financial institutions.

Learn more

SMEs, companies and complex cases

Consulting for business protection, employee pension, liability, income loss and tax coordination.

Learn more

Banking, investments and savings plans

Analysis of goals, time horizon, risk and instruments suited to your situation.

Learn more

Household contents, private liability and legal protection

Protection for home, private liability, theft, water damage, fire, valuables and legal disputes.

Learn more

How the consultation works

A simple process: first we understand your documents and situation, then we decide with numbers in front of us.

The consultation is designed to avoid generic calls: you come prepared, I review the case and together we understand what is truly useful.

You explain the situation

You tell me what needs to be clarified: health insurance, car, pension, taxes, business or an offer comparison.

We prepare the documents

I tell you what is useful before the appointment, so we avoid wasting time and work with real data.

I analyse pros and cons

I review costs, coverage, risks, contractual limits, tax deductions and available alternatives.

You decide with clarity

You receive an understandable summary and, only if it makes sense, we move to the next practical steps.

Useful documents before the appointment

The clearer the documentation, the faster, more concrete and more useful the consultation becomes.

You do not need to prepare everything immediately. Send what you have; I will help you understand what is missing.

Health insurance

Current policy and monthly premium
Deductible and insurance model
Active supplementary coverage
Estimated yearly healthcare costs
Canton and family situation

Car, home and liability

Current policy or offer received
Vehicle registration document
Leasing, yearly mileage and deductibles
Household contents and valuables
Private liability and legal protection

Taxes and pension

Salary certificate
Previous tax return
Pillar 3a contributions
Pension fund statement
Professional expenses or side income

Anonymous practical cases

Concrete examples where an organised review can help avoid mistakes or unnecessary costs.

The cases are anonymous and indicative. Every decision must always be adapted to the personal situation.

Case 1

Health insurance deductible

Adult client with low medical expenses and a low deductible. We compared CHF 300 and CHF 2,500 yearly, showing the real maximum risk and the possible saving.

Case 2

Car insurance no longer proportional

Older vehicle with still expensive coverage. We checked whether casco, deductibles, roadside assistance and replacement car still matched the car's value and use.

Case 3

Pillar 3a and taxes

Client with irregular contributions. We built a more sustainable plan connecting pension planning, available liquidity and tax deduction impact.

Why choose me

I do not simply sell “the cheapest solution”. I help you understand which solution makes sense for you.

My goal is to bring order to premiums, coverage, exclusions, deductions and alternatives. A choice is cheaper only when it is also sustainable and coherent with your situation.

Book a consultation About me

Untied intermediaryI am not tied to a single company and can compare several alternatives with their limits and advantages.

Verifiable FINMA registrationThe official F01451373 registration can be checked directly through the FINMA link on the website.

Practical approachI work with real documents: policies, offers, tax returns, pension statements and concrete situations.

Multilingual supportConsulting in Italian, German, English and French for people who live or work in Switzerland.

Google reviews

Trust is built through concrete results.

A dynamic selection of synthetic previews of Google reviews. Each card links to the official profile, where you can read and verify the complete reviews.

Clear consulting

★★★★★

Simple and understandable explanations, even for complex insurance and tax topics.

Read on Google

Availability and support

★★★★★

Fast, available support focused on finding a concrete solution.

Read on Google

Offer comparison

★★★★★

Coverage analysis and comparison of alternatives with attention to costs and benefits.

Read on Google