Book your first Swiss insurance review Book your insurance review

2027 review season. Most supplementary contracts must be cancelled by 30 September, basic insurance by 30 November. We read both — and only move what should move. Supplementary by 30 Sep · basic by 30 Nov.

Book your review How switching works

Join the people who already booked.

Book a free 45-minute review with Robert or Nicole — in English, no sales calls, no pressure. Pick a time that suits you.

45 minutes with Robert. Free.

In English · With or

We'll send you a short intake form so we understand your needs before we speak.

Your details

Your situation (optional, one tap)

You're booked

Check your email for a calendar invite and a video call link.

What to expect

Your review, assembled.

  1. 01

    Book a slot

    Robert (health) or Nicole (life, 3a, tax). 45 minutes, in English, video or our Zürich office.

  2. 02

    Demand intake by email

    Right after booking, we email you a short demand-intake form — your situation, any cover you hold, what’s ahead — so the 45 minutes start prepared.

  3. 03

    The consultation

    We evaluate your situation, lifestyle and plans, read any contracts line by line, compare all Swiss insurers, and answer every question you bring. No product pitch.

  4. 04

    Your Private Client Report in 3 days

    A written, in-depth analysis: what we found, what to set up, keep or change — with rates, tax optimisations and the federal law behind each recommendation.

  5. 05

    You decide

    No follow-up sales calls. Proceed if you want, or think for six months. The door stays open.

No catch

Free, and genuinely independent.

The review is always free. We’re paid by commission from insurers only when a contract is issued — disclosed under Article 45 VAG — and we earn nothing on banking 3a. We recommend stay more often than switch. Restraint is the point.

  • FINMA-registered · F01067278
  • Independent under Article 45 VAG
  • We say “stay” more than “switch”
  • No follow-up sales calls
  • No data sold or shared
Who you’ll talk to

Meet your advisor.

Portrait of Robert Kolar

Robert Kolar

Health insurance

20+ years in Swiss insurance. Reads every basic and supplementary contract line by line.

German · English · Czech

More about Robert →
Portrait of Nicole Bohne

Nicole Bohne

Life · 3rd pillar · Tax

FINMA F01536402. Life insurance, insurance-wrapped 3a, and tax-effect modelling.

German · English · French

More about Nicole →
Before you book

Questions, answered.

Is the review really free?
Yes. The 45-minute review is always free. We’re paid by commission from insurers only when a contract is issued (disclosed under Article 45 VAG), and we earn nothing on banking 3a. You pay nothing for the consultation.
Will I be pushed to switch?
No. We say “stay” more often than “switch.” The 45 minutes are honest assessment, not sales — no urgency tactics, no “today only,” no follow-up calls you didn’t invite.
Video call or in person?
Video by default. In person at our office at Talacker 41, 8001 Zürich on request.
Which languages?
English first, plus German, French and Czech across the team. Your Private Client Report comes in your preferred working language.
What should I bring?
Your current insurance contracts (basic + supplementary) and a recent payslip. For pension reviews, your BVG annual statement and any 3a statements. Partial documents are fine — we request the rest after.
What happens afterwards?
Your Private Client Report within 3 working days — a written, in-depth analysis: what we found, our recommendations with the law cited, and the next-step decisions (see a sample). Then you decide — no pressure, the door stays open.

Seen enough?

Pick a reason. Pick a time.

Independent under Article 45 VAG · Talacker 41, 8001 Zürich · video by default, in person on request