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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingConfignonJossi Strategy
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Jossi Strategy

Summary

About the company

Jossi Strategy provides advisory services in insurance, pension and retirement planning, investment and mortgage advice, and tax and wealth-planning.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered10
Insurance advisory for individuals and businesses
Needs analysis, arranging insurance policies and advice on mandatory or recommended coverages for both individuals and businesses.
SME Insurance
Insurance advice for SMEs, identifying risks, optimising existing cover, protecting the company and employees, business liability, loss of profits, technical insurance and occupational pension provision.
Claims management
Optimised claims handling for SMEs, structured processing of files, defending the client’s interests and follow-up with insurance companies.
Advisory on choosing an insurer
Objective comparison of coverages, terms and costs with the main insurance companies in Switzerland to propose solutions tailored to the company’s needs.
Investment advisory
Analysis of the investor profile, diversification of investments and proposal of tailored investment solutions according to objectives and financial capacity.
Mortgage advisory
Support for the acquisition of a property or a real-estate investment, preparing the file for financial institutions and analysing the mortgage market.
Tax advisory
Analysis of the tax situation, taking account of changes in personal or professional status and tax optimisation according to the Confederation, the cantons and the communes.
Wealth strategy
Analysis of the fiscal impact of marital status, inheritance, housing and professional status, with an investment plan for the medium and long term.
Investment funds
Investment fund solutions used to build wealth for professional investors, asset managers and pension funds.
Retirement planning
Financial retirement planning according to Switzerland’s three-pillar system, with personal advice from the first professional activity.
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Location

Chemin de Carabot 26 C
1232 Confignon
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-313.858.028
Founded
2015 · 11 years
Last commercial register change
June 20, 2025
Employees
1 to 10

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