Contact

Contact us

A question about your 3rd pillar, a contract to review or an appointment to arrange? Our independent advisers will answer you by telephone, by e-mail or at our offices in Geneva, free of charge and with no obligation.

Reply within 24 business hoursFINMA-registered F01305043Rated 4.9/5 on Google
Contact form

Write to us

An adviser will review your request and reply within 24 business hours.

How would you prefer to be contacted?
Free of charge and with no obligation · Your data is never passed on to third parties.

How the first exchange works

  1. You contact usThrough the form, by telephone or by e-mail, as you prefer.
  2. We analyse your situationSalary, pension fund, existing contracts and objectives: we identify the levers that suit you.
  3. You receive our recommendationsA personalised comparison of the solutions available on the market, with no obligation to sign up.

Frequently asked questions

Is the first meeting charged?

No. The analysis of your situation, the comparison of offers and our recommendations are entirely free of charge. As an insurance intermediary, we are paid by our partners only if you decide to take out a solution.

How quickly will I be contacted?

We reply to every request within 24 business hours, by telephone or by e-mail according to the preference stated in the form.

Which documents should I prepare for a first meeting?

Ideally your salary certificate, your pension fund certificate, your existing 3rd pillar contracts and your latest tax assessment. They allow an accurate calculation from the very first exchange.

Do you advise cross-border commuters and people living outside Geneva?

Yes. We advise residents throughout French-speaking Switzerland as well as cross-border commuters. The whole process can be handled by telephone and e-mail.

Can you review a 3rd pillar contract I already hold?

Yes. We check the cover, the fees, the surrender value and the return of your current contract, then compare it with the solutions available on the market.

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