Insurance, pension and financing advice in Nyon
UAG & Associés advises a deliberately diversified and limited clientele in matters of insurance, protection and financing.
ASK FOR ADVICEBringing your decisions into alignment
Insurance, pension solutions and financing should not be chosen in isolation. We look at the links between your personal projects, your business and your assets.
Our role is to turn market options into clear decisions, then coordinate their implementation with the relevant partners.
Private insurance
Protection of your movable property, valuables, real estate and financial assets.
Discover the service arrow_forwardBusiness insurance
Coverage for human, material, legal and financial risks linked to your activity.
- • Professional pension
- • Loss of earnings & accidents
- • Professional RC & D&O
Real estate financing
Financing advice and brokerage of mortgage loans for housing, investment properties and professional projects.
Pensions & life insurance
Preparing for retirement, covering the risks of loss of income and adapted life insurance solutions.
Discover the service3rd pillar
Linked pension 3a, free pension 3b, savings, investments and annuities according to your objectives.
INDEPENDENT ADVICE
Family Office Services
Coordination of families’ insurance, pension, financing and asset-protection needs.
Business creation
Choice of legal form, insurance, financing and coordination with the necessary partners.
CUSTOMIZED SUPPORT
How we turn a request into a clear decision
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01
Frame the request
Before making any comparison, we review your objectives, contracts, the people concerned and the deadlines to be met. This initial overview separates immediate decisions from matters that can be handled later without losing overall consistency.
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02
Compare like for like
Offers only become comparable once their scope, exclusions, deductibles, fees and adjustment terms have been checked. We explain these differences in plain language so that price does not conceal an important gap in protection or flexibility.
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03
Set priorities
A useful recommendation considers the links between insurance, pensions, financing, taxation and wealth. When several areas overlap, we propose an order of priority and coordinate the necessary partners to avoid conflicting or repeated steps.
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04
Follow over time
Implementation does not end our involvement. We check the documents, follow the agreed steps and remain available as your situation changes. A new purchase, a career change or a claim can therefore be integrated into an already structured overview.
Let us discuss your situation
Our team welcomes you in Nyon and works with clients throughout French-speaking Switzerland.