About

Based in Geneva, PFS Conseils SA is a Swiss consultant specializing in insurance, occupational pensions and asset management.

We manage a portfolio of customers comprising SMEs – mainly in the services sector – municipalities and the medical profession. We also provide tailor-made services for a demanding private clientele, taking account of their specific individual requirements.

PFS Conseils SA customers are attracted by our range of first-rate services, backed by experience and expertise, total independence from insurance companies, flexibility, and fast decision-making. Additionally, we offer a broad network of reputable and trustworthy companies, long-term support, and a commitment to transparency and fairness. And finally, our ultimate selling point: our uncompromising discretion!

Four values characterize PFS Conseils SA and make us stand out from the crowd:
Understanding, respect, integrity, independance.

PFS Conseils SA is registered as an insurance broker with FINMA under the number 30 487.

SMEs

The increasing legislation for corporate insurance (occupational pension funds, group health policies, civil liability of senior executives, etc.) requires an equivalent level of professional guidance but also regular monitoring of legal amendments. This environment may make it difficult for you as an entrepreneur, finance director, HR manager or other executive to maintain an overview and make the right decisions.

PFS Conseils SA and its specialists are committed to providing independent advice to relieve the burden on your company so that you can make the best use of your precious time.

To attract highly qualified staff and retain them long term, a company must offer solid pension benefits but also be able to pay for them. So, how can you best combine the interests of the employer, the staff and the pensioners?

What you can expect

PFS Conseils SA

➔ Meets with you regularly to ensure continuity and adapt your insurance policies to your changing requirements. This includes in particular a «strategic meeting» at least once a year to take stock and draw up an inventory of your current needs.
➔ Provides a yearly schedule of the insurance policies that need to be taken out or renewed.
➔ Sets annual objectives depending on our professional analysis of your current situation.

Our aim

« Provide you with a high level of service at a reasonable price »

Medical

Managing your insurance policies and investments requires a high degree of specialized knowledge, and that takes time. You can now save this time thanks to PFS Conseils SA. As a trusted partner of FMH Services (Insurance), we can help you even in sensitive sectors that demand a high level of trust.

Whether you need private or professional insurance coverage, FMH Services (Insurance) has a framework contract for you. We act as a purchasing cooperative for the medical profession and this enables us, on your behalf, to negotiate particularly attractive and advantageous conditions with insurance companies. This means we can offer absolutely unbeatable services and prices in comparison to the general market.

What you can expect

In collaboration with partners close to where you work, PFS Conseils SA offers you a complete range of different services:

  • Tailor-made insurance policies.
  • Full planning of occupational pensions and asset management.
  • Funding applications for your premises and transformation work.
  • Completely impartial asset management.
  • Optimizing your tax planning.
  • Investment advice.
  • Products reserved exclusively for members of FMH Services.

Our aim

« Promote the long-term stable development of your assets »

Private

Your family insurance portfolio: unexploited potential

An insurance portfolio often comprises a complex mixture of various long- and short-term policies:

  • Health insurance,
  • Life insurance,
  • Pension fund assets and AVS,
  • Real estate (in Switzerland and abroad),
  • Valuable collections (fine art, jewellery, etc.).

To free you of the burden of managing these often complex family assets while helping you to fully exploit their potential, you need competent professional advice. The management and staff of PFS Conseils SA can meet all your requirements for managing your financial assets, in accordance with the basic principles of our company.

What you can expect

Similar to a ‘family office’, PFS Conseils SA :

  • Carefully analyses your requirements.
  • Helps you to draw up a budget that takes account of all your annual insurance expenditure.
  • Opens a current account in your name, to enable you to settle all your bills, after careful checking by us.
  • Assists you with all the paperwork whenever you amend policies, make claims, or change your personal circumstances.
  • Provides advice on tax and inheritance legislation.
  • Met à votre disposition son large réseau de spécialistes locaux.
  • Provides you with a fully integrated service perfectly adapted to your needs, thanks to its broad network of local specialists*.

* A certain volume of insurance premiums is nevertheless required. Please ask us for further information about this.

Our aim

« Set your mind at rest so that you can concentrate on your job, your family, and your leisure activities »

Contact

PFS Conseils SA
Rue de la Synagogue 41
CH-1204 Genève

T. +41 (0)22 817 05 05
F. +41 (0)22 817 05 09
> e-mail

Car park : Hôtel des Finances, Rue du Stand 25
Tribune de Genève, Square du Stand 1204
Lignes TPG (bus stop STAND): 1 ; 4 ; 14 ; 15 ; D