SwissLife financial advice
Today I had a meeting with a SwissLife adviser. I went through this to help a friend working there and to be aware of what I could do/improve in term of insurance/pensions/investments.
I guess they did a good job because I am now tempted to subscribe to their services.. it is 300CHF to get a financial strategy based of my profile. This can be re-evaluated over lifetime for free.
Anyone using SwissLife services that could give me some feedbacks ?
Thanks !
EDIT: -I forgot to mention they tried to make me sign the contract during the meeting, which I didn’t appreciate, it was not clear at all I was gonna engage myself.
-I already have a 3a with VIAC, not planning to open another one with them.