We started our businees in 2006, and are based near Geneva, Switzerland, and regulated by FINMA (Swiss Financial Markets Authority) under licence #10832 for insurance-driven independent advice.
We do not manage your assets, nor do we have access to your account(s). We simply listen to what you are trying to achieve, discuss the options, and put you in contact with the appropriate organisation who will execute your instructions.
Tax-efficient insurance products can be attractive to our international clientele, and we have access to both local and international products from major insurance companies.
We are initially best contacted either by telephone on +41 79 447 3315 or by email to firstname.lastname@example.org
Licensed in Switzerland under FINMA # 10832 for Insurance-driven advice. We are also fully compliant to European GDPR, and are delighted to provide details on request.