Our insurance solutions for individuals : Vehicle, Household, civil liability, Repatriation, Travel, Works of art and objects of value
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- Financial planning
- Tax optimisation
Financial planning
Building financial assets to achieve personal projects over the long term often requires financial planning.
With our counsellors you will have the advantage of a full analysis taking into account all the financial aspects and the evolution of your situation over the long term.
Tax optimisation
Within the framework of financial asset creation, the tax aspects may provide an important advantage that should be taken into account.
Whether it is at the Cantonal or Federal levels, our experts can provide you with advice on the various solutions available on the market.