The company's core activity is the consulting and brokerage of financial services, particularly in the areas of insurance, pension planning, finance and real estate, for business and private clients.
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Industry:Insurance Brokerage & Consulting
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Analysis and assessment of risks, review of existing insurance contracts, development of an insurance strategy, tendering, selection and ongoing management of the insurance portfolio.
Pension fund solutions
Advisory and support for BVG and pension fund solutions for SMEs, including full insurance, semi-autonomous solutions, 1e-Vorsorge, management pension plans and regular comparison of costs and benefits.
Company formation
Guidance and coaching on the path to self-employment, from preparation and notarial formation through insurance and retirement provision to tax optimisation and partner introductions.
Business succession
Support for business succession for SMEs, with early planning, expert assistance and advice on legal, tax and organisational matters.
Insurance advice for private clients
Review of personal protection, development of an insurance strategy and search for suitable solutions for private liability, household contents, travel, motor vehicle, life and legal protection insurance.
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