Agestion Group SA provides insurance, finance, and advisory services. Its activities include solutions for businesses, private individuals, and self-employed clients, as well as mortgage consulting and the comparison of insurance and financing options.
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Insurance Advisory
Insurance advisory for businesses, private clients and self-employed professionals; comparison of insurance solutions, needs-based cover and selection of suitable policies through independent market analysis.
Business Insurance
Business insurance with tailored solutions, needs-based cover and selection of suitable policies for operational risks.
Personal Insurance
Personal insurance with tailored offers to protect household, family and individual needs.
Pension Insurance
Pension insurance with comprehensive cover for personal well-being and that of the family.
Mortgage Advisory
Mortgage advisory for owner-occupied homes, investment properties and new builds; analysis of financing options, comparison of offers and negotiation of suitable terms.
Investment Property Financing
Financing for investment properties with comparison of suitable lenders and negotiation of attractive terms to improve investment returns.
Owner-Occupied Home Financing
Financing for owner-occupied homes with comparison of mortgage offers, negotiation of attractive terms and support from purchase through renewal.
New Build Financing
Financing for new builds with selection of suitable funding partners, negotiation of competitive terms and support from planning through completion.
Insurance Documents and Forms
Selection of useful insurance documents and information; mandate, FSA document and references to social insurance and occupational pension matters.
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