Everything that needs to be considered

Your insurance trustees

We take on the position of insurance trustee and check if your insurance coverage matches your current life situation. We manage your insurance policies, help you in the event of a claim, determine if there is an overinsurance or an underinsurance and make relevant recommendations.

What we offer

We advise you in every life situation and examine your insurance situation. By doing this, we often discover gaps and overlaps and optimize premiums. We analyse your portfolio and risks, define your needs together, optimise your insurance products and review them continuously.

Insurance trustee


You may give us a mandate to manage your insurance portfolio. Our services are directly settled via the brokerage agreements with the insurance companies and therefore, no costs will arise for you.

Risk management


A precise risk analysis will help recognizing economically relevant threats. Risks can be avoided, mitigated, shifted or carried by yourself. We help you to assess your individual financial threats.

Report a claim


Having many years of experience, we provide competent advice in the event of a claim. We correspond with the insurance companies and always negotiate in your best interest.

We advise you on the following types of insurance

Health & pensions

Home & property

Vehicle & Travel

Useful links and documents

Financial consultation checklist

Prepare optimally for your financial consultation.

Take the next step towards financial clarity.

We support you on all aspects of life.

Financial consultation checklist

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Bitte prüfen Sie auch Ihren Spam-Ordner.