We are a group of independent financial advisors with more than 100 years combined experience and active in French speaking Switzerland and neighboring France. We help our clients in finding solutions to :
Property financing and re-financing
2nd pillar pension “sur-obligatoire”
Retirement planning
Insurances
 
 

Our DNA

Professionalism

Availability 7/7

Proximity

Neutrality

 

Property financing

Property financing can be an intimidating process. We guide and accompany you through each step from the beginning till the end, thus making it as easy as possible to understand.

Financial needs

Our in depth service also includes creativity and flexibility
in order to meet all your other financial needs under all circumstances.

Confidentiality

We maintain a totally neutral stance in our analyses and guarantee you maximum confidentiality with respect to all information received from you.