We Club Sàrl is an insurance brokerage and services company that supports private clients, families and businesses in managing and optimizing insurance portfolios. It also provides risk analyses, advisory services and access to collective contracts with discounts.
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Products & services
Industry:Recruitment & HR Consulting
✓ Offered11
Insurance management
Overall management of private insurance, comparing offers, monitoring deadlines and handling claims for families and individuals.
Tax return filing
Preparation of the tax return, identification of possible deductions and support to reduce the tax burden for individuals.
Pension planning analysis
Pension planning analysis with a review of the AHV, the 2nd and the 3rd pillar to optimize the retirement situation and future income.
Retirement planning
Retirement planning, early or gradual retirement, analysis of AHV and LPP benefits, and 3rd pillar solutions to prepare for the future.
Mortgage loan
Research and guidance for real estate financing to obtain conditions suited to a purchase or ownership project.
Private credit
Solutions for private credit to obtain liquidity and finance personal needs or specific projects.
Coverage audit
Analysis of the company’s insurance coverages to identify needs, protection gaps and the adjustments required.
Premium comparison
Comparison of premiums and benefits to choose the best insurance offers available on the market.
Claims management
Administrative management of claims for businesses, with follow-up on cases and coordination related to insurance policies.
Company formation
Administrative support for company formation in Switzerland, in particular for self-employed individuals and businesses.
Administrative support
Administrative support for businesses, with help in day-to-day management and tasks related to insurance and contracts.
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