Our 360° Advisory Process.
Navigating the Swiss insurance landscape is complex. We simplify it through a structured, 100% free, and independent advisory service tailored for expats and residents.
100% Independent
We work for you, not the insurance companies.
Simple. Transparent. Effective.
Three focused steps to optimize your insurance portfolio and maximize your Swiss tax benefits.
Free Strategy Call
A 15-minute introductory session to understand your current situation. We focus on being demand-oriented, ensuring we only discuss what truly matters to you.
- Zero cost or obligation
- Initial status-quo check
- English or German support
Personal Connection
Video call or in-person meetings
Demand Intake
We dive deep into your specific needs. By gathering your current policy details, we identify gaps, overlaps, and unnecessary premiums you might be paying today.
Required for Analysis
Current policy copies, residency status, and financial goals for the 3rd Pillar.
Market Comparison
We scour the entire Swiss market to work out several rates. You receive a side-by-side comparison that highlights the best value-for-money options across all providers.
85+
Providers Scanned
CHF 1.2k
Avg. Yearly Saving
The Minds Behind the Guide.
Specialized expertise is the key to quality. Meet our lead consultants who specialize in your specific financial security.
Robert
Specializing in Health Insurance optimization for expats. Robert has helped over 500 newcomers navigate the KVG and VVG systems with ease.
Book a consultation
Hans
Our lead for 3rd Pillar and Life Insurance. Hans focuses on long-term wealth building and tax efficiency for residents in Switzerland.
Book a consultationReady to optimize your Swiss Future?
Join hundreds of satisfied clients who have saved thousands on their premiums while securing better coverage. Our consultation is — and will always be — 100% free.
Join 2,400+ protected expats