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DÜBELSTEIN CONSULTING AG
WHEN YOU NEED ADVICE THAT’S TRULY INDEPENDENT
Benefit from financial, pension, and insurance policies with the BEST terms – for YOU, not for your broker.
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WHY YOU’VE NEVER HAD AN INDEPENDENT ADVISOR FOR FINANCES, RETIREMENT, AND INSURANCE ON YOUR SIDE BEFORE
You know you’re not getting the best terms on your policies.
But before now, you’ve avoided financial advisors, because many of them…
…only want to collect their commissions.
Typical advisors suggest financial products that benefit them the most – not you.
…aren’t independent.
The average advisor who works for a bank or insurance company only wants to sell you their own products: Not the ones that offer you the best terms.
…belong to network marketing organizations.
This means that they usually offer financial advice after a career change, without extensive training or experience in the financial industry.
The results:
You’re stuck with policies that are too expensive and you pay into financial instruments with a poor price/performance ratio. But you decide to stick to your current policies rather than having someone push you to accept a new offer that won’t benefit you at all.
CHANGING POLICIES WILL ONLY HELP YOU IF…
You pay lower premiums.
You have an advisor at your side who truly represents YOUR interests.
The consultation is free.
It ensures that you receive better services.
At Dübelstein, we know that. That’s why we advise you independently about whether to change policies or not. If you’re satisfied with your current situation and simply want expert advice, or if we determine that you already have the best terms, we won’t push any changes on you. But you can rest assured that you’re well protected.
WHY YOU CAN TRUST ADVICE FROM DÜBELSTEIN
| CONVENTIONAL CONSULTING | DÜBELSTEIN | |
|---|---|---|
| Terms |
 Standard conditions for every new customer. |
 Best possible terms from the best provider. |
| Communication |
The advisor always wants to personally come to your home. |
Free choice of online or in-person consultation. |
| Products for comparison |
1-2 products from various providers. |
The best 3-5 products from the entire market. |
| Point of contact |
If there are policies from different providers, there’s a different consultant as a contact person for each provider. |
ONE personal contact for ALL policies – regardless of the provider. |
Wie viel kannst du mit der Dübelstein Beratung einsparen?
Beispiel der Familie Bucher aus Bülach
| Von uns empfohlene Versicherungen | Versicherungsart | Prämie |
|---|---|---|
| Zürich | Autoversicherung | 1276.40 |
| Mobiliar | Haushaltsversicherung | 453.30 |
| Mobiliar | Rechtsschutzversicherung | 340.00 |
| Sanitas | Krankenkasse | 7581.00 |
| Total | CHF 9 650.70 |
| Aktuelle Versicherungen | Versicherungsart | Prämie |
|---|---|---|
| AXA | Autoversicherung | 1711.00 |
| AXA | Haushaltsversicherung | 590.40 |
| AXA | Rechtsschutzversicherung | 432.60 |
| Swica | Krankenkasse | 11436.00 |
| Total | CHF 14 170.00 |
Einsparung durch die Beratung von Dübelstein
| Versicherung | Prämie |
|---|---|
| Aktuelle Versicherungen | CHF 14 170.00 |
| Empfohlene Versicherungen | CHF 9 650.70 |
| Prämienvorteil pro Jahr | CHF 4 519.30 | Prämienvorteil über 5 Jahre | CHF 22 596.50 |
YOUR PATH TO INDEPENDENT CONSULTING
Initial consultation
Make an appointment for an initial telephone consultation and tell us about your needs. (5 minutes)
Analysis discussion
Together we’ll discuss (online if you wish) which areas and types of policy you would like to optimize, and we’ll take a look at your current policies. (30 minutes)
Consultation
We’ll present you the 3-5 best products, explain the differences between them, and make a recommendation. This discussion is also possible online. (30 minutes)
Analysis discussion
Together we’ll discuss (online if you wish) which areas and types of policy you would like to optimize, and we’ll take a look at your current policies. (30 minutes)
ABOUT DÜBELSTEIN
As independent brokers, our goal at Dübelstein Consulting AG is to find the optimal solutions to all your financial concerns.
Named for Dübelstein Castle, built in the 12th century, and the knights who ensured the people’s safety, today we advise you on the best insurance and pension options available.
Davide Grimm
Managing director and owner
With over 12 years of experience in client consulting, including over 8 years in insurance, Davide knows how to find the best policies with the best possible terms for you. With his insurance company training — he’s an insurance broker (VBV) and a certified financial advisor (IAF) — he has detailed knowledge of all financial topics and can advise you comprehensively and capably. He and his team of expert advisors will find the right solution for every issue.
SO THAT YOU KNOW EVERYTHING YOU WANT TO KNOW
Here you’ll find answers to frequently asked questions
FAQ
No. For you as a customer, the consultation is completely free of charge. We receive a percentage that’s paid by the policy provider. It’s almost the same percentage everywhere.
Yes. Our percentage on signing a policy is the same for all providers. So you can be sure that we’re 100% independent.
Yes. If you’re satisfied with your current situation and simply want expert advice, or if we determine that you already have the best terms, we won’t push any changes on you.
Yes. You’re welcome to take advantage of our online consulting from the comfort of your own home.
Policies made with third-party providers usually run for one year and can therefore be terminated annually. You can terminate our mandate as brokers at any time.
SPONSORSHIPS
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Dübelstein Consulting AG
Bahnhofstrasse 48
8600 Dübendorf
