Our clients can rely on professionals who freely offer the best available solutions,
without ties or obligations to any specific insurer.
In addition to tailored solutions, our partnerships allow us to manage insurance portfolios and provide ongoing intermediation with insurers throughout Switzerland and beyond.
Our offering includes insurance advice for individuals and companies, as well as support through our partners in tax, accounting and wealth management services.
Our range of services, together with our independence, flexibility and experience, enables us to serve different types of clients with diverse and specific needs:
Our services
Private clients
For individuals, students, retirees and families, we act as a single point of contact as insurance brokers, assessing needs and defining the best solutions available on the market.
Business clients
Self-employed professionals, craftspeople, sports professionals, sole traders, SMEs and large companies need a different approach, with specific and sector-based requirements.
Retirement and Financial PlanningNew
We analyse your financial situation and offer tailored solutions, so that our retirement planning helps you freely choose when and how to retire.
Special RisksNew
Thanks to its expertise and in-depth knowledge of the insurance market, Assifin & Partners Sagl has expanded its insurance offering with alternative solutions for “special risks”.
Our Workflow
Assifin & Partners' professionalism is based on different consulting paths, but our general methodology can be summarised here.
We begin with the current situation, or "status quo", and assess actual needs and risks. We then explore the most suitable products and services on the market and agree contractual terms with different insurers.
After collecting offers and preparing the dossier, we present the solutions, highlighting their benefits and costs. Finally, once the best solutions have been selected together with the client, we provide ongoing support by checking premium notices, managing the insurance portfolio, and handling inevitable changes and claims.
