The company provides services in the fields of finance, insurance, and asset management, particularly for freelancers and self-employed individuals. The core activities include: asset management and financial planning, insurance services (life insurance, health insurance, etc.), tax consulting and planning, mortgages and financing, and succession planning. The company positions itself as an independent advisor and offers its clients access to various financial products and services.
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Products & services
Industry:Financial Services
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Retirement planning solutions for independent or employed doctors, dentists and veterinarians: retirement savings, death and disability risks, supplementary coverage, tax optimisation and personalised support.
Insurance
Insurance master policies for medical professions: daily cash benefits, life insurance, pillar 3a and 3b, legal protection, professional liability, inventory insurance, cyber and staff insurance.
Financial, wealth and marital planning
Tailored planning services: wealth analysis, marital and succession planning, financial planning, legal and tax advice, retirement planning and mortgages.
Other services
Additional services via partners: fiduciary services, financing, legal and tax services, mortgage search, custom fit-out of the practice and of healthcare facilities.
Information and advice for medical professions
Information, advice and guidance in insurance matters for medical professions, with access to specialised intermediaries and to selected offers.
Knowledge
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