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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichTravex Consulting AG
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Travex Consulting AG

Summary

About the company

Travex Consulting AG is an independent insurance broker that arranges and manages insurance and financial solutions for corporate and private clients. Its services include risk analysis and risk management, policy and claims management, and pension, tax and financial planning.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Insurance consulting
Independent advice for private and business clients, with best-of offers, analysis of existing insurance policies and review of over- and underinsurance.
Risk Management
Identification and assessment of risks, setup and implementation of risk management, creation of worst-case scenarios and improvement of safety behaviour.
Policy management
Annual reviews, checking policies and invoices, regular market comparisons and ongoing optimisation of insurance cover.
Claims management
Support with claims, administrative relief, reporting of new cases by phone and accompaniment with a negotiating position vis-à-vis insurers.
Retirement planning
3-pillar concept, pillar 3a and 3b, home ownership with mortgage lenders, and planning around retirement and protection.
Tax planning
Purchases into occupational pension provision as a tool for tax and age optimisation, taking account of pension gaps and regulations.
Financial planning
Structuring retirement provision, investments and contracts, preparing information and supporting customer-oriented financial planning.
Expatriate support
Insurance advice for expatriates in Switzerland, with local coverage, suitable insurance protection and guidance based on the Swiss three-pillar system.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Edisonstrasse 11
8050 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.175.738
Founded
1984 · 42 years
Last commercial register change
July 5, 2024
Employees
1 to 10

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