FINANZAS EN SUIZA
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Area

Insurance, Savings and Investments

Comprehensive wealth advisory · via SVAG · under FINMA licence

I support you with your ENTIRE financial situation: insurance (home, car, life, health), pension planning (1st, 2nd and 3rd pillar), investments, mortgages and global wealth planning. The appointment is free — we analyse your situation and design a clear strategy together.

Book free financial advisory →

I work with the best partners in the Swiss market

Under the umbrella of Schweizer Vermögensberatung (SVAG), Swiss subsidiary of Deutsche Vermögensberatung AG (DVAG) — Europe's largest independent financial broker. Direct access to the best products in the Swiss market.

PaxGeneraliZurichHelvetiaBaloise PaxGeneraliZurichHelvetiaBaloise PaxGeneraliZurichHelvetiaBaloise

Regulatory information · SVAG collaboration framework

This service area is provided through Schweizer Vermögensberatung AG (SVAG), under FINMA licence.

FINMA register no. F01532796.

SVAG Schweizer Vermögensberatung AG
Soodmattenstrasse 4, 8134 Adliswil

Intermediated products (insurance, pensions, investments and mortgages) within the SVAG wealth advisory framework.

Download the official contractual framework document in your language:

↓ EN — English ↓ DE — Deutsch ↓ IT — Italiano ↓ FR — Français

V.1.02 · in force since 1 Sept 2025