In the complex landscape of finance and insurance, we find the optimal offer for you – this is our craft and our art.
Our Service
Your life goals are our focus. As your personal financial advisor and insurance broker, we show you ways to realize your dreams. Our independence ensures you get a tailor-made financial solution that fits you perfectly.
Our Advisory Process
Our approach to your finances is comprehensive and personal: We begin with an in-depth initial consultation to understand your current needs and goals. Based on this, we create an individual and comprehensible financial plan that flexibly adapts to the twists and turns of your life.
In the implementation, we compare and present to you the best offers, where you always have the final say.
Regular reviews and adjustments ensure that your financial plan remains up-to-date. With continuous communication, we aim for long-term satisfaction and a harmonious financial and insurance portfolio for you.
Initial Consultation with Financial Analysis Creating a Financial Plan Implementing the Financial Plan Review Meeting Adjusting the Financial Plan Ongoing SupportAs your trusted advisor, we aim to understand you profoundly – from your current finances to your future ambitions. Through our systematic approach, we quickly grasp your financial situation to design a tailor-made financial plan for you.
With our financial plan, we provide you with a clear and understandable overview of your current financial and insurance situation. Through vivid graphics, your financial path is transparently presented. And of course, this plan flexibly adapts to the changes in your life.
We are committed to your financial success. In doing so, we analyze various financial products, check market offers, and seek the optimal solutions that match your needs. In a consultation, we present the selected options to you, and you decide which offer suits you best.
After your individual financial plan has been created and implemented, we place great emphasis on regular reviews. In our review meetings, we jointly assess the current status, discuss successes, and identify potential needs for adjustment. This step ensures that your financial plan remains up-to-date and optimally adapts to the dynamic landscape of your finances.
Of course, we take into account the changes in your life and adjust your financial plan accordingly. With this strategy, we ensure that you can look to the future with peace of mind and confidence.
Our consultation cycle has now concluded. Thanks to continuous communication with you, we ensure that everything in your financial and insurance portfolio runs smoothly.
In the world of finance, patience often means success – that’s the art we master and share with you.
Six Reasons for ALPHA
We are here to work together to harmoniously shape your financial future. There are six key factors that highlight how valuable and enriching our advice can be for you. Together, we make every effort to maximize your financial potential.
Security
Life is full of surprises. Our mission is to financially empower you for all these moments. Together, we develop a plan that fits you perfectly, so you can feel secure no matter what comes your way.
Experience
Our years of experience enable us to advise you optimally and find solutions that fit you perfectly. Thanks to our close collaboration with renowned financial service providers in Switzerland, we can introduce you to trustworthy and suitable offers.
Time Savings
Lifetime is precious. Instead of investing countless hours in researching financial products, use that time for what truly matters to you. Trust in us: We’ll find tailored solutions for you, so you can enjoy your time worry-free.
Independence
Our independence allows us to always act in the best interest of our clients, free from external obligations or conflicts of interest. This ensures that our advice and recommendations are solely based on your individual needs and goals, not on commission incentives or internal sales targets. Your security and wealth are our primary focus.
Cost Savings
While there may be fees associated with our services, we view these as an investment in your financial future. With optimized investment strategies, favorable insurance premiums, and the prevention of costly mistakes, the savings often outweigh the costs of our advice.
Broader Access to Financial Products
We have access to an extensive portfolio of financial and insurance products, many of which may not be directly accessible to individuals. While individuals often have limited knowledge of or access to a narrow range of products, we offer you tailored solutions from a diverse product range.
