Listen and analyse
Step 01A free first meeting to map where you stand, from current cover and gaps to goals and budget.
Your 360° financial advice
A clear horizon, whatever your project.
Your situation evolves, and so do your plans. At ORIZON, we bring insurance, pensions, tax, investment and real estate together with one goal in mind. We simplify your decisions and build a global strategy, with one advisor at your side from A to Z.
FINMA registered · no. F01249561 5 / 5
Why we exist
Confident financial decisions, at every moment that matters.
First job, marriage, family, buying a home, starting a business, retirement. Every stage raises the same questions. Am I properly covered? Is this the right time? What does it mean for my family?
Since 2018, our advisors have answered these questions with a clear method. We analyse your whole situation, compare solutions across trusted partner companies and stay with you over time. You keep the overview, we handle the details.
A complete, free analysis of your situation
Solutions compared across 20 partner companies
One dedicated contact who stays with you over time
Your 360° financial adviceListen and analyse
Insurance and pensions58%
Tax41%
Investment29%
Real estate47%
FINMA registered · no. F01249561
Your situation, our profession
You have a question. We have the answer.
Whatever your stage of life, we always start from the same place, your situation. The rest is our job.
01
A problem
Cover that no longer fits, or a decision that is stuck? We analyse, compare and find the solution.
02
A goal
Preparing for retirement, growing your savings or easing your tax bill. We build the plan with you, step by step.
03
A project
Buying or selling a property, investing, starting a business. We support you from the first idea to the signature.
Four pillars
Our areas of expertise, one trusted contact.
Your finances do not live in silos. Your mortgage shapes your pension, and your tax situation changes your savings strategy. We think about them together.
Our job is making sure you can look far ahead with peace of mind.
The ORIZON team
Our approach
Advice that starts by listening.
No product before the analysis. We always start by understanding your situation, your plans and whatever keeps you wondering.
5.0 · Google reviews · 370+ reviews
FINMA registered · no. F01249561
- 01
- 02
Compare
Step 02We consult our partner companies and compare the solutions that genuinely fit your case, fully transparently.
- 03
Recommend
Step 03You receive a clear proposal, explained line by line. You decide, without pressure and at your own pace.
- 04
Long-term follow-up
Step 04Your contracts live with you. We review them at every life stage and remain your contact if you ever need to claim.
2018
Founded in Biel/Bienne
26
Cantons, advice across all of Switzerland
20+
Trusted partner companies
4
Advisory languages (FR, DE, IT, EN)
Partner companies
Become a partner
An independent in finance? Keep your clients, gain a structure.
You already advise your own clients and want to focus on your profession, not on admin. By joining the ORIZON network, you keep your portfolio and your independence. You also benefit from our structure, with back office, access to partner companies, tools and FINMA compliance.
You stay independent and own your clients
Access to our partner companies and our conditions
Back office, tools and compliance support taken care of
A team and offices so you no longer work alone
They already trust us
In our clients' words.
Ilan and his team are extremely professional and helpful. They proposed a well-suited solution for my insurance needs, at the best price. I strongly recommend them.
Loved working with Ilan and his team for both my business and personal insurance. As an expat, having Orizon to explain the Swiss insurance system was a huge help.
Everything about investing was explained clearly and calmly. I finally understand my options and how to use my money wisely.
Six years on, still a high-quality, personalised service. Great flexibility for last-minute appointments and always very quick replies.
Excellent advice on my health insurance: clear and easy to understand. I really appreciated their professionalism and the time they took.
Invaluable help and guidance at every step. Special thanks to Luca: professional, responsive and truly attentive. Highly recommended.
A fantastic experience and excellent advice. Whatever your age or canton, they find solutions, with home visits or calls. Accessible to everyone.
Ilan listened carefully to our needs and gave us quick, relevant and genuinely helpful advice. Thank you!
A first meeting, no strings attached
Supporting people through every stage of life, since 2018.
A first meeting, no strings attachedHow about a simple review of where you stand?
Thirty minutes is enough to see clearly. First consultation free, at your home, at our office or online, across Switzerland.+41 32 525 50 40