Financial planning and retirement

Protecting what matters most, your family, your assets, and your business, starts with the right strategy.

With Groupe Plus “Financial planning and retirement” you gain access to independent experts, FINMA registered and affiliated with CICERO and ACA, who secure smarter, more efficient cover so you can focus on what truly matters.

As an Alpian client, you’ll enjoy:

• Wealth planning focused on building wealth, preparing for retirement, and protecting loved ones during key life events

• Free first consultation and 360° insurance audit with full portfolio assessment

• Clear risk analysis and personal briefing to simplify contract terms

• Strategic coverage optimisation, corporate or private

• Cost efficiency through independent negotiation of contract terms without loss of quality

Thanks to this partnership, you benefit from sophisticated, transparent solutions tailored precisely to your long-term needs.

About Groupe Plus

Groupe Plus is a Swiss company headquartered in Lausanne, with over 25 employees and an active presence across the country. By combining expertise in accounting, taxation, insurance, and mortgages, Groupe Plus provides 360° financial advice and tailored solutions. To date, more than 10’000 clients have been supported. Whether you are a company, an independent professional, or an individual, their team helps you bring your projects to life with clarity and ease.

This service is provided by Groupe Plus “Insurances & SME” (PLUS-SA SA, FINMA No. F01055633), an independent insurance advisory regulated by FINMA and affiliated with CICERO and ACA. Alpian SA is not involved in the brokerage or contract process and assumes no liability for advice, contract terms, or outcomes provided by Groupe Plus. Coverage solutions and outcomes are indicative and vary by individual or business situation and market conditions. Eligibility and terms are subject to Groupe Plus’s evaluation. For full details, please contact Groupe Plus directly via plus-group.ch.