Contact
Insurance, pension planning, risk management, real estate or financing: tell us what you need.
How can we help you?
How does it work?
- 1. Your messageDescribe your situation or need, attach a document if useful.
- 2. First conversationWe call or write back to clarify your request.
- 3. AnalysisReview of your policies and priorities, free of obligation.
- 4. RecommendationsSolutions compared and clearly explained; you decide.
Meet us
Meetings in Territet / Clarens, at your home, at your business, by phone or by video. For a claim, use the online notification.
Report a claimBefore you write to us
How quickly will I get an answer?
We reply as soon as possible, usually within one working day. For a claim, call us directly on 021 888 31 11.
Is the first meeting free of charge?
Yes. The first conversation and situation review are free of obligation.
Can we meet online?
Yes. Meetings can take place at our Territet / Clarens address, at your home or business, by phone or by video.
Which documents should I bring?
Your current policies, last premium invoices and, for pension planning, your pension certificate. Do not send documents that are not needed.
