We have been advising private and business clients for over four decades in the South German region – personally, reliably, and always aiming to find the best solution for your individual situation.
With over 65 years of combined experience in private health insurance, we offer every client—whether employee, self-employed, freelancer, civil servant, student, or physician—tailor-made advice and solutions.
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Your ability to work is your most valuable asset. With occupational disability insurance, you remain financially protected if health issues limit your ability to work—flexible, strong in benefits, and built to last.
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Whether trades, services, retail, or hospitality—every business has its own risks. We create tailored concepts that optimally protect liability, inventory, buildings, employees, and digital risks.
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Retirement provision takes foresight and structure. We analyze your situation and develop a solution that optimally combines security, return opportunities, and tax advantages.
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Comprehensive protection for you, your family, and your property. Whether accident, liability, household contents, or building insurance—we compare strong providers on the market and recommend the cover that best fits your personal situation.
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Over 100 insurance partners enable independent and objective advice. We are not tied to any single insurer—we find the solution that truly fits you.
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Your goals and wishes are at the heart of our advice
As a family-run company, we have stood for trust, reliability, and personal advice for decades. In Berchtesgaden, Munich, and many other cities in southern Germany, we support numerous private and business clients. We have always placed the greatest value on finding individual solutions that precisely match our clients' needs—personal, close, and competent.
In the initial consultation, we take a short time to capture your goals and key details and to review together which options are right for you.