We go through what you already have and what is missing: insurance, pension planning, savings and mortgage. I look at your policies, compare the companies and explain, with figures, what is unnecessary, what is missing and what can be improved.
✓ No fees for you
This advice costs you nothing: the brokerage is paid through the commission from the insurer. You always decide; nothing is bought or paid for on this website.
This advice is provided through the broker FIDRO GmbH (Ruchstuckstrasse 21, 8306 Wangen-Brüttisellen), with Carolina Torras as a certified wealth adviser, FINMA register no. F01532796. There are no fees for you: the broker is paid through the commission from the insurer. It is arranged in a meeting; it is neither booked nor paid on this website.
WHAT WOULD YOU LIKE TO REVIEW?
Tick everything you are interested in. Pick as many as you like — you can change it later.
Personal insurance
Property and liability insurance
Pension planning
Wealth
SO, WHAT NOW?
One-hour advice session · no fees
A full hour to go through everything you have ticked. There are no fees for you: the brokerage is paid through the commission from the insurer. This is not the paid personal advice session, which is a different service.
Leave me your name and email address, so I receive the topics you have ticked before our meeting.
I only use them to prepare your appointment. Privacy policy
On WhatsApp the message opens already written with your selection, so I arrive at the meeting knowing what we will discuss.
In the meeting we look at your case: I do not recommend any specific product nor promise returns before studying your situation.