Would you like to speak to one of our trusted advisors?
Below you can arrange an appointment to speak with a consultant. All initial calls are complementary and confidential. The objective of an initial call is for you to find out about us and the services that we can provide. Then you might want to tell us a little bit about yourself and ask any questions that you may have.
Financial Overview 360 Degrees
Are you looking for a general overview of your current situation and recommendations on how to achieve certain objectives?
Pensions (including any consolidations)
Do you have specific questions concerning your Swiss or International pensions? Perhaps you wish to explore the possibility of consolidating your pensions into one policy?
Second Opinion Service
Unsure about your current arrangements/advice? Would you like us to offer you a second opinion on any existing arrangements you may have?