We manage the full file
Policy audit, comparison, explanations, cancellation, setup and follow-up: you keep one single contact.
Properly covered, not over-insured
We look for the balance between price, useful benefits, deductibles, exclusions and risks you can realistically absorb.
Compare like with like
A low premium is not enough. We read the conditions and limits to avoid unpleasant surprises at claim time.
Private insurance priorities
Health and liability first, then housing, mobility and pension planning.
- If you drive Vehicle Liability then casco by value
- Home Household and liability Contents and third-party damage
- Base Health LAMal + useful supplements
Avoid over-insuring secondary risks.
Which insurance should you review first?
The right order depends on your situation: family, home, vehicle, pet, arriving in Switzerland or preparing for retirement. Finwise builds an overview to connect your health insurance, household insurance, car insurance and pension planning without creating overlaps.
Health and supplementary cover
Understand mandatory basic cover, deductibles and truly useful supplementary insurance.
Household and private liability
Protect your belongings, liability and everyday risks at home.
Car, motorcycle, assistance, legal protection
Coordinate mandatory liability, two-wheeler casco, breakdown assistance and traffic disputes.
Dogs, cats and other animals
Anticipate veterinary costs and liability depending on the animal.
Pension planning and income
Prepare retirement, protect your loved ones and secure your income if your situation changes.
How we work
We review your current policies and identify overlaps, gaps, deadlines and priorities.
We compare several solutions with equivalent benefits, not just the displayed premium.
We explain what to keep, what to adjust and what is not necessary.
We support you with paperwork, cancellation, setup and future changes.
Common mistakes we help you avoid
Many individuals accumulate policies over the years: health insurer, household, credit card, travel, leasing, pension planning. The risk is not only paying too much, but also believing you are covered when an exclusion or limit restricts the benefit.
I already have several policies: should I change everything?
Not necessarily. Our role is first to understand what already works. Then we show you which policies to keep, which to adjust and which can be replaced at the right time, without any gap in cover.
We compare with recognized partners
We work with several market players to compare benefits, premiums and conditions. You receive a clear recommendation focused on your situation, budget and plans.
Access the most useful pages
Start with the area that concerns you today. If you already have a policy, you can also send it through the form to receive an opinion and a comparison.