Everything from a single source

As your trusted partner in the areas of insurance, finance and pensions, we provide you with comprehensive expertise - for private and business clients.

Since our foundation in 2014, we have already successfully helped over 130,000 customers to achieve their financial wishes and goals.

Everything from a single source stands for our holistic approach, which enables us to offer you a wide range of insurance and financial products. This not only saves time and effort, but also ensures that your needs are optimally met. We analyze your current situation and advise you individually on the right insurance and financial solutions. In this way, we ensure that you are neither underinsured nor overinsured and are optimally covered in the event of a claim.

Visit us at one of our 5 locations in Switzerland or let us advise you personally from the comfort of your own home or via video call. You can rely on our many years of experience. We look forward to getting to know you and working with you to find the best solution for your individual needs.

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How does allfinace consulting work?

  • Inventory: a detailed list of your financial and insurance situation

  • Analysis: Your needs, goals and risk appetite are determined

  • Solution presentation: Based on the analysis, you will be presented with a customized solution for your needs and goals

  • Implementation: Realization of your financial planning

  • Support: Long-term partnership

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