Florastrasse 14
8008 Zürich

Our services for expats: insurance, private pension, mortgages and tax advice

We offer comprehensive support for new residents to make the start of your new life in your new home as uncomplicated as possible. In doing so, we explain your rights and obligations and offer tailor-made insurance solutions to ensure that your start goes as smoothly as possible.

Do you really want to know what to look out for and what options are available to you? We will be happy to assist you with these topics:


One of the first tasks as a new resident is to take out the appropriate insurance. We can advise you on the following topics:

We support you in choosing the right insurance policies for you, inform you about the different providers and tariffs and help you to conclude them correctly.

Private pension, pillar 3

Private pension (pillar 3) is of crucial importance for your financial security in old age. We advise you on various pension models and help you choose the best solutions tailored to your personal situation. Here are the advantages that private pension provision can offer you:

  • Tax savings
    Asset accumulation
    Family protection
    Indirect amortisation on mortgages
    Return on investment

We offer professional services to help you find the ideal mortgage for your needs. Our team of experts will help you choose the right product from the wide range of mortgage offers, compare interest rates and conditions and find the optimal financing solution for your property purchase. Rely on our experience and expertise to make your dream of home ownership a reality.

Tax advice

We offer professional tax advice for private individuals, helping you to optimise your tax burden and get the best possible benefit from your personal tax situation. Our experienced team of tax experts will support you in preparing your tax return and enlighten you about possible tax savings. Rely on our expertise and benefit from our comprehensive know-how.

Please contact us for a personal consultation:

 (we take your data protection very seriously and our first contact is free of charge)

locationLavaterstrasse 67, 8002 Zürich location +41 44 552 72 32 location