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Marshaly Insurance Broker stands for the best service, high security and product quality. The main objective for our counselling is to find the best exisisting, overall solution available on the market for each client. Being a personal financial consultant means being always one step ahead of the competition.

Precise Needs Analysis

The start of every counselling is a status quo analysis of the income situation, the expenses, revenue opportunities, the possession and savings determining the financial position of the client. Furthermore, all monetary liabilities such as rent, tax load, insufficient pension provision etc. should be detected and synchronised with the client’s wishes and needs. Set targets are increasing the revenues and to wisely reduce the spending plan. Also for non-life insurance types we provide our clients with the precise risks analysis in order to find the best product on the insurance market.

Accurate data preparation

The best available solutions for specific client's needs can only be allocated by an accurate acquisition of data. Based on these informations the we deliver different options for the client with a detailed explanation of the respective advantages and disadvantages of each option.

Reliability and discretion

The overriding principle in data collection, consulting and financial planning is reliability and discretion combined with profound knowledge and outstanding contacts to renowned suppliers on the market. This is the only possible way of truly objective, independent and factual consulting.

Service guarantee

Marshaly Insurance Broker offers the best solutions as well as the best service. In our company every client reaches immediate VIP status when claiming benefits. This is ensured by a permanently support that we provide. The clients have access continuously until the service is rendered and the case is closed.