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Testimonials

of satisfied clients!

Real testimonials from people who trusted me with their insurance choices.

Mathias is very knowledgeable on a variety of financial products and solutions, he conducted me across a number of different proposals while always keeping in mind my objectives. He is also highly responsive and a big pleasure to discuss with, highly recommended.

Francesco Gaglioppa

EU Affairs Director

Mathias helped me a lot with choosing a right insurance option for me. He was very friendly and professional which was exactly what I needed when moving to another country without knowing how things should be done with all the paperwork etc.

Nita Korhonen

Liaison Director

Mathias helped me define my financial goals and set up a plan for my 3e piliers. He also helped me find the right health Insurrance for my family. He has been very thorough, answered all my questions (I had many) and was always quick to respond to my queries.

Shital Beejadhur

Relationship Manager

" Mathias provided excellent advice in choosing my 3rd Pillar plan, being very available and accommodating. Several meetings helped define the strategy to follow. Thank you again for the time he dedicated to me!

Damien Monnet

Team Leader

" I highly recommend the services offered by Mathias. His expertise, clarity, and efficiency are invaluable, and his advice is always tailored to your situation.

Coralie Leresche

Private markets

" Mathias was very respectful and pragmatic in addressing my concerns. He is knowledgeable and provided a tailored educational session on the Swiss system and its financial opportunities.

Stefano Marinoni

Security Software Engineer

I am an independent insurance and pension advisor, certified by the IAF (FINMA No.: F01518370), driven by a strong commitment to making personal finance simpler, more accessible, and stress-free.

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