We support businesses and discerning private clients with insurance, pensions, wealth protection and health insurance. Discreet. Independent. Long-term.
CEO & Owner, Dübelstein Consulting AG
“As CEO and owner, advisory quality and long-term client relationships come first. With over 10 years of experience in insurance and financial advisory, I know how to identify and serve the individual needs of discerning clients.”
Many brokers compare policies. We structure risk, responsibility and wealth holistically.
Discretion is not an option but a prerequisite. We handle all mandates with the utmost confidentiality.
With over 50 providers, we find the right solution for every need.
We prepare a comparison of offers that is transparent and fully traceable.
When needed, we can draw on specialists with over 40 years of industry experience.
Through continuous training and development, our expertise is kept at the highest level at all times.
Our approach is to build long-term client relationships that last across generations.
Strategic. Discreet. Clearly documented. So that wealth, businesses and quality of life are protected long-term.
In the strategy call, we clarify your situation, needs and goals. We review existing documents and define the next steps.
We analyse your current situation, discuss risks, gaps and identify your specific needs.
Your entire situation is evaluated by our specialists, suitable offers are obtained and a comparison with clear recommendations is prepared.
You receive a comparison with clear recommendations including rationale and the corresponding offers.
We support you through the implementation and remain your point of contact for questions and adjustments, especially when structures, risks or life situations change.
Dübelstein is fully independent. We work with various insurers and pension providers but are not tied to any of them. Our recommendations are based solely on your situation, your goals and a structured market analysis.
Depending on the mandate, compensation is either through standard provider commissions or through a directly agreed advisory mandate. What matters is that our interests are aligned with your optimal solution for the long term.
Our focus is on entrepreneurs, executives, investors, discerning private clients and SMEs. It is not wealth alone that matters, but the complexity of the situation and the desire for long-term advisory.
Yes. Many clients come to us with legacy structures that have grown over time. We analyse existing policies, identify potential for improvement and create a clear framework for future decisions.
We see ourselves not primarily as intermediaries, but as a strategic sparring partner for risk, pensions and wealth protection. Entrepreneurial in thinking. Discreet in execution.
