Your Independent advisor for all Money related Issues
You can reduce your monthly expenses while simultaneously increase your monthly income. There are several ways to achieve that. And it is my job to show you how.
60+
Partner Companies
2000+
Happy clients
100%
Client satisfaction rate
About me
Hi, I'm David, a Zurich native who has had the privilege of achieving success in the field of financial and insurance advisory. With five years of international education in Israel and a strong commitment to my work, I've been fortunate to be recognized among Switzerland's accomplished financial advisors.
Outside of finance, I have a passion for powerlifting and combat sports, curate a fragrance collection, and enjoy delving into personal development through reading. My journey has been rewarding, and I'm here to assist you in your financial endeavors.
Feel free to join me on this journey, and together, we can work towards achieving your financial aspirations.
services
Some of the services I offer (but not limited to those) are:
Investments
Explore my wide array of investment products, including these two popular options:
100% bank backed guaranteed investment with decent return.
80% bank backed guaranteed investment with annual double digit returns.
Home Financing
Home financing is a long-term commitment that can bring stability and equity to your life. Make informed decisions to secure your dream home.
Vested Benefits account
Over 5 billion francs, originally from the pension funds of companies where former employees worked, now sit forgotten and available for potential investment. Maybe yours too. Together, we can search, find, and invest it.
Children's Investment Plans
Financial plans for your child’s future needs and income protection in case of illness.
I Am Hiring
I am always looking to grow my team, so get in touch with me if you think an acquaintance might be a good consultant.
Retirement Plans (3a/3b)
Custom tailored retirement plans with tax benefits to ensure you receive the income that you need once you stop working.
Health Insurance Consultation
Based on your unique preferences, activities, and budget, I will go through all health insurance companies in Switzerland to custom tailor the perfect health insurance plan for you at the lowest price.
TAXES
Tax declaration including tips and tricks how to save more taxes in the future.
Insurance check up
Personal liability, legal protection, motor vehicles, valuables, household, travel, etc. I will help you identify the ones you don't need and save you money on the ones you do.
Why to choose ME
Track record
With a proven track record of over 2000 satisfied clients, my youth is no barrier to success. My commitment to delivering exceptional results speaks for itself.
Qualified
With a wealth of expertise in insurance, pensions, and finance advisory, I hold multiple degrees and certifications to provide you with top-tier consulting services.
Independent
As one of the few truly independent advisors in Switzerland, I offer unbiased guidance tailored solely to your best interests.
specialized
With a specialization in serving expatriates, I understand the unique challenges and opportunities you face. Trust in my expertise to provide tailored financial solutions that cater specifically to your international lifestyle and aspirations.
responsive
I pride myself on being responsive and lightning-fast. When you need assistance, count on me to provide quick and effective solutions. I'm here to deliver swift, reliable service.
Trustworthy
The vast majority of my clients come through referrals from satisfied clients. This speaks volumes about the trust and satisfaction they've experienced. Join a community of contented clients and discover the reliability you can count on.
Analytical
My analytical approach sets me apart as your top advisor choice. With a keen eye for detail and data-driven insights, I deliver informed decisions and strategies that prioritize your financial well-being. Choose precision. Choose me.
Continued Care
As one of the few truly independent advisors in My commitment to your financial well-being doesn't end with a contract. I take pride in providing exceptional ongoing care and support to ensure your long-term success
ultimate choices
With access to every insurance and investment prouduct on the market, I am your top pick for comprehensive financial guidance. Enjoy a truly diversified and customized approach to secure your financial future.
passionate
I am driven by passion and enthusiasm for my work. I enjoy every aspect of my job, and I always strive to deliver the best results for you. I am not just your advisor, I am your enthusiastic supporter.
Client Opinions & Reviews
David is a fantastic professional, knowledgeable, diligent, attention-driven and thorough. David assisted us in selecting the insurance policies of my family. He patiently walked us through the different options, and guided us in choosing what was most convenient for us. We had a first interview to talk about our specific situation and potential needs, after which he carefully explained to us the pros and cons of each option and helped us take a decision. After that, he continued to clarify any doubts that came up. David definitely knows every detail of the insurance company landscape in Switzerland, which is hard to navigate especially for expats. We were extremely satisfied with his work and would recommend him without any reservation.
César Nombela
Associate Professor at University of Zürich and University Hospital Zürich
Mir wurde David von einer Bekannten empfohlen. Bisher habe ich mich nie um die Krankenkasse gekümmert. David hat unsere Situation (2 Erwachsene, 2 Kinder (19/16)) sehr kompetent analysiert und innert kurzer Zeit Alternativen vorgeschlagen, die bessere Leistungen enthalten und erst noch Geld sparen. Ich kann ihn wärmstens empfehlen.
Stephan Wick
COO/CIO Migros bank
David is an outstanding financial advisor. He helped reduce my health insurance premium significantly while giving me better coverage by combining different products, which would not have been possible by myself. Not only does he have deep knowledge about the industry, but he is also capable of explaining things in easy and understandable terms. I also really appreciate his transparent communication style. I’m very happy to be his client.
Aya gosh
Entrepreneur
Competence, passion, and patience — these are the words that come to mind when I think of David and his consulting practice. David handled my health insurance enquiry with grace and efficiency. He clearly loves what he does and has a wealth of knowledge on everything finance and insurance related. You can rest assured you will be in good hands working with David!
