Save today to live peacefully tomorrow
We help you choose, from several providers, the savings, retirement or investment product that fits your goal and your time horizon.
- Independent brokerage
- We work with several insurers
- Free 30-minute first meeting
- +50years of history
- +97 %of clients who stay with us
- 5★on Google · see reviews
- Independentwe do not work for a single insurer
What do you want to save for?
Tell us your goal and we will guide you. Each product has different tax advantages and risks, and they should be chosen with care.
Prepare my retirement
Pension plans: save for the future with tax advantages under current regulations.
Design my retirement plan
How much to save and with which product, according to your age, your income and the standard of living you want to maintain.
Save systematically
PIAS: long-term savings with tax advantages if you convert the capital into a lifetime annuity, subject to conditions.
Save for five years or more
SIALP: long-term savings insurance with tax advantages on the return, under current regulations.
Investment funds and unit-linked
Investment funds and unit-linked. Investing involves risk, including loss of the capital invested.
I don’t know what suits me
We talk about your goal, your time frame and your risk tolerance. First meeting free of charge.
Why do it with a broker
A savings product lasts for years. It is worth choosing it with someone who does not work for a single provider.
It costs you no more
Advice when taking out insurance does not make your policy more expensive: you get professional judgement at the same price.
We work for you
We are independent: we search among several insurers for the one that best fits your risk.
We defend you in a claim
When you need it, we handle and negotiate with the insurer for you.
Already have insurance? We analyse your policy for free
We tell you what it really covers, what it lacks and whether you are overpaying. No obligation.
What has guided us since 1975
Four values that have not changed in more than five decades.
Integrity
We tell you what suits you, even if it is not the most expensive.
Commitment
We stay by our policyholders’ side when a claim arrives too.
Attention to detail
We read the small print for you.
Professionalism
Technical judgement of specialists.
How we work
No small print and no beating about the bush: three steps.
- 1
You tell us your case
By phone, in person or by video call. No endless forms.
- 2
We study it with several companies
We analyse coverage, exclusions and conditions, not just the price.
- 3
We present the proposal
We explain the options clearly and stay by your side in claims too.
Frequently asked questions
Are returns guaranteed?
No. Past returns do not guarantee future returns. Each product has its own risks and conditions, which we explain to you before you decide.
What tax advantages do these products have?
They depend on the product, your situation and current regulations, which may change. We guide you, and for specific tax decisions you should also consult your tax adviser.
Do you work with a single company?
No. We are an independent brokerage and work with several insurers, to choose the one that best suits each case.
I already have insurance, can I switch to you?
Yes. We analyse your current policy and, if it suits you, we explain how to manage the change of broker.
Do you provide service outside the Balearic Islands?
Yes. We provide service throughout Spain, with a team in Palma, Alicante and Madrid.
Shall we talk?
Free 30-minute first meeting, in person or by video call.
Links de interés
Contacto
Invierno: lunes a jueves de 9h a 17h · viernes de 9h a 15h
Verano: de 9h a 15h
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