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УкраїнськаFinancial services for those living in Switzerland.
We are a Swiss financial, insurance, credit, pension and consultancy services company. We support people and families across Switzerland, with clear information to understand the options and decide with confidence.
An interlocutor for matters that are normally spread out.
Insurance, credit, pensions, taxation and the bureaucracy that comes with them are usually in different hands — an insurance company here, an accountant there, letters that no one explains. We bring this together in a single process, with one person in charge and a portal where everything is recorded.
We are not an automatic comparator nor a call center. Each situation is analyzed by one person, and when the right answer is to change nothing, that's what we say.
We work across Switzerland, remotely and in person when it makes sense, in +15 languages, including Portuguese, German, French, Italian, English, Spanish and Ukrainian.
Four rules we don't negotiate.
Explain before proposing
No one should sign what they do not understand. First we explain how it works, then we talk about options.
Saying when it's not worth it
If what you have is already adequate, there is no proposal to be made. An analysis that can only end in a sale is not an analysis.
Leave a written trail
What was analyzed, decided and executed remains on the portal. It's not up to you to remember a conversation.
Follow until the end
The process closes when it is confirmed in writing, not when the contract is sent.
The platform is part of the service.
We build and maintain our own customer portal instead of using insurance company tools. It's what allows us to show the real status of each process, save documents where they belong and mark what depends on you.
This changes the experience in a concrete way: you no longer need to ask how your subject is doing.
Where are we and under what framework?
Soares Consulting operates in Switzerland. Full legal information from the website operator is on Impressum.
The regulatory statute and records applicable to insurance intermediation are gathered on the transparency page, with a clear indication of what has already been confirmed and what is still in progress.