Naviga GmbH provides financial advisory services to private clients and offers support, training and network services for financial advisers and firms. Services include personal financial analyses, investment and insurance advice, workshops, seminars and coaching, as well as administrative and technical infrastructure (contract processing, accounting, CRM) and access to alternative investment opportunities.
AI-generated
Offering
Products & services
Industry:Insurance Brokerage & Consulting
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Support for employed and already self-employed financial advisors in becoming independent, including company setup, route planning, contractual infrastructure, tools, processes and network.
Financial advice for private individuals
Independent financial advice on investments and wealth building, financial planning and structuring, as well as insurance and protection, complemented by guidance on life situations.
Knowledge
No knowledge articles yet
Once Naviga GmbH has claimed this profile, we'll publish editorial articles and case studies here together.