Savings and investment, mortgages and all types of insurance
In our commitment to help you plan for a safer and more stable future, we offer you acomprehensive advisory service to optimise your financial decisions and make the most of the available tax advantages. We firmly believe that the sooner you start, the greater the benefits: saving and protecting yourself from today means that, tomorrow, both you and your children will have a financial backing that will make life easier and open up new opportunities.
We analyse your current situation, review your coverages and, if you already have insurance or financial products,we improve them so that you do not pay more than necessary. Our goal is for you to achieve maximum peace of mind with the right and well-planned investment.
What is the financial pyramid?
The pyramid shows how to build solid and balanced personal finances.
Start with the essentials - security and protection - and move towards savings, growth and investment goals.
Its purpose is to help you prioritise correctly so that you make safer, more efficient decisions tailored to your current situation.
Savings and investment
We help you create a savings plan designed for you, so you can build a peaceful future without complicating things, and with tax advantages. Whether you want to save little by little or make one-off contributions, we look for the option that best fits your goals and your way of life. You decide the pace and we guide you so that your money grows intelligently and with complete transparency.
Health, life and accident insurance
Your safety and that of your loved ones is the most important thing. That’s why we offer insurance designed to protect you in your day-to-day life. Each of our coverages is designed to provide you with peace of mind in the face of any unforeseen events, with flexible and personalised plans that accompany you at every stage of your life.
Mortgages and Financing
Buying a house is one of the most important decisions in life, and we want you to make it with complete confidence. We guide you to understand each option —fixed, variable, or mixed— and help you choose the one that best fits your situation. We also support you with documentation and comparing offers so you can achieve truly competitive conditions.
Pensions and Retirement
Planning for retirement doesn’t have to be something distant or complicated. We accompany you so that you can prepare in advance and without stress, adjusting contributions to what feels comfortable for you at any moment. Our goal is that when the time comes to enjoy, you have the peace of mind of having done a good job beforehand.
Home, vehicle, self-employed sick leave insurance and insurance for businesses
Designed to protect your day-to-day life and your professional activity against any unforeseen events. We take care of your home and your belongings, support your mobility with comprehensive coverage for your car or motorcycle, and assist self-employed individuals with solutions that guarantee income in the event of temporary incapacity. Additionally, we offer insurance for businesses that protect your business, your facilities, and your peace of mind. All of this with flexible plans tailored to your real needs.
Our products
Savings and investment
- Interest-bearing savings
- Flexible growing investment
- Growing SIALP investment
- Guaranteed investment plan
Insurance
- Health insurance
- Health and life insurance
- Life and family insurance
- Accident and health assistance insurance
Insurance
- Home insurance
- Vehicle insurance
- Self-employed sick leave insurance
- Insurance for businesses
Pension plans
- Pension plans
- Self-employed pension plans
Mortgages
- Fixed mortgage: always pay the same
- Mixed mortgage: You choose the fixed years, and the rest variable
- Variable mortgage: Choose one or three fixed years, and the rest variable
Provide security for your family without extra effort
Or contact 687 41 25 75 to speak directly with an expert