Optimize your provision – independently
We provide independent, comprehensive insight into your provision and protection situation and give concrete, sustainable recommendations.
Who is this consulting for?
If you want to get started
systematically building, reviewing or updating your provision.
If you have questions
about the 3-pillar system, existing provision products or your personal protection situation.
If you want to be sure
whether your provision makes sense long-term and whether you are properly protected in an emergency.
What do we discuss?
We review your provision and protection situation holistically
Provision solutions
Whether accounts & portfolios, life insurance or other products, we give our honest opinion and show concrete alternatives.
3-pillar system
We go through the Swiss provision system in detail, explain connections and apply it to your situation.
Protection
We analyze and optimize your current protection in case of death or disability and whether it fits your family situation.
Process – in 3 steps
15-minute strategy meeting
In a no-obligation conversation we get to know each other and discuss your goals and questions.
Personal consulting
Together we review your provision and protection situation, check the 3 pillars and develop optimization recommendations.
Follow-up support (optional)
After the consultation you receive concrete recommendations. If needed, we support you in implementation.
Investment in your financial security
Transparent prices for our independent consulting
Starting from
Provision & protection analysis with concrete recommendations.
Independence matters
Many providers offer provision analyses. Most are free at first glance but paid through commissions by insurance companies and financial institutions. True independence ensures your provision system truly fits you – not a salesperson's targets.
Secure your provision – today
Get to know us without obligation and let us find out whether and how we can support you.
Frequently Asked Questions:
What exactly is the provision & protection analysis?
The provision & protection analysis is a 60- to 90-minute online consultation for individuals and couples who want to comprehensively review their provision situation. We check your 3 pillars (AHV, pension fund, private provision), analyze your protection in case of death or disability and develop concrete optimization recommendations.
How does the consultation work?
Everything starts with a free strategy meeting. After that, you will receive a checklist of documents we need for the analysis. In the consultation itself, we discuss your provision situation and develop a tailor-made action plan.
Who is this consultation suitable for?
For anyone who wants to build, review or update their provision systematically. Particularly recommended if you have questions about the 3-pillar system, existing provision products or your personal protection situation.
What does the provision & protection analysis cost?
From CHF 990 for individuals. For couples from CHF 1,690.
Will you sell me any products during the consultation?
No. We are completely independent, advise without sales intent and do not recommend any financial products. We have no distribution agreements with insurance companies or financial institutions.