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
Your advisors
You book a free slot — Nicole Bohne or Robert Kolar takes the consultation, depending on availability and topic.
Nicole Bohne
Insurance & Pension Advisor
Health insurance, supplementary cover, Säule 3a and pensions
German · English · French
FINMA register F01536402
Robert Kolar
Health Insurance Specialist
Health insurance (KVG/VVG), insurer and model choice, hospital cover
German · English · Czech
FINMA register F01067278 (Lang & Partner GmbH)Ready 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
