About the company
We support you in your financial projects with personalised advice on property, credit, pensions and insurance.
A simple, human and effective 3-step approach
Understand
We analyse your social and professional situation with kindness, to identify your real needs.
Take action
Together, we define clear objectives and concrete measures tailored to your context.
Support
We remain at your side throughout the implementation of your plan, including administrative and financial procedures.
The team at your service
Serge Heberling
IAF-Certified Financial Advisor
AFA Insurance Broker
+41 79 357 55 07
Languages: FR/EN/DE
Serge Heberling
After completing an apprenticeship as a bank clerk at Hofstetter, Landolt & Cie, a private bank specialising in wealth management, I worked for several years at Crédit Foncier Vaudois in Lausanne in the wealth management department. In 1994, I began working in insurance as a client advisor, first at Helvetia Patria and, since 2001, at La Bâloise, where I am currently self-employed.
I specialise in pension planning, taxation, property financing and wealth management. I am committed to providing a professional service, personalised support at home and long-term follow-up. I work competently and dynamically with an open mind. My loyal clients do not hesitate to recommend me to their friends and family.
I speak French, German and English. To complete this portrait, I am a happy husband and father of two children.
Clément Cocco
Clément Cocco, insurance and pension advisor, holder of a bachelor’s degree in customer development management, an internal licence as a financial advisor within the Swiss Life Group, and AFA certification as an independent insurance broker.
I offer personalised, tailor-made advice in the financial field, working with banks, insurance companies and pension funds.
Attentive and available, I will assist you with your administrative procedures to help you make the best choices in line with your life plans.
Lucas Vasconselos de Sousa
Consultant and interpreter in Portuguese/Brazilian Portuguese
Languages: FR/PT/ES
Lucas Vasconselos de Sousa
Lucas Vasconcelos de Sousa has been a trusted partner of the company since June 2021.
He plays a key role as a consultant and interpreter for Portuguese-speaking clients (Portuguese and Brazilian).
His versatility, adaptability and personal qualities, such as curiosity, perseverance, social skills and creativity, make him a valuable asset to the team.
Your projects deserve tailored support. We are here to listen to your needs.