our promise
More money!
More money!
We will show you the best price-performance ratio for your contracts and help you to receive government subsidies.
More time!
More time!
We provide you with a precise overview of your income and expenses and bring order to your financial contracts.
More safety!
More safety!
We will protect you against financial risks, advise you individually and accompany you on request for a lifetime.
The economic advantage of my last 20 clients in the first year alone is a total of

75.432
EUR

Welcome to
ISAAK

75.432
EUR
  • Average overall economic benefit of €3,771.60 per year
  • 100% satisfied clients
  • 280 Office Staff Available 24/7
our works
ADDED VALUE
Real estate as an investment - I'll show you how!
Real estate as an investment - I'll show you how!
You think you can't afford your own property? I'll show you how you can afford a rented property as an investment property !!
Mortgage lending? <br> Credit? <br> It's worth comparing!
Mortgage lending?
Credit?
It's worth comparing!
We will find the cheapest offer for you individually from 486 banks
Investment in Switzerland only for the rich? <br> We make it possible for you too!
Investment in Switzerland only for the rich?
We make it possible for you too!
Invest your money in Switzerland with an asset management company and benefit from it - not just something for the super-rich with me!
We will show you how much government funding you are really entitled to!
We will show you how much government funding you are really entitled to!
There are more than 6,000 state funding programs - do you know what you are entitled to? I will show you exactly what you and your family are entitled to!
Electricity and gas: cost savings of up to € 520 / year and more possible!
Electricity and gas: cost savings of up to € 520 / year and more possible!
We automatically check your electricity and gas costs every year and always help you to take advantage of the cheapest offer!
Use bonus program up to € 600 cashback annually
Use bonus program up to € 600 cashback annually
Whether health trip, money back or osteopathy - we will choose the best offer for you according to your wishes!
Some reasons
Why Choose Us
01
Financial analysis
At the beginning there is a precise analysis. We collect all data that is relevant for your household and your life planning. Your very personal wishes and goals
02
Financial reports
With the evaluation of your data by our experts, supported by sophisticated comparison software, we create your personal one
03
Personal advisor
Your advisor will present you your financial report and answer all financial questions. He shows you, for example, how you can reduce your running household costs, how and when you can afford a home, or how you can organize the start of your children in their own lives. In other words: How you can achieve your wishes and goals. Your advisor is your independent expert on site.
04
Contract management
Financial data changes constantly, averaging eight to twelve percent every year. With the contract management we remind you by telephone or in writing of all important deadlines and appointments that affect your finances and contracts. Contract management also organizes your contracts, saving you time and money.
05
24/7
Client service for our clients
06
Client portal
If necessary, decisions must be made at any time of the day or night. With the client portal you always have an exact overview of where you stand.
Our
Vision
Daniela Baetz
Daniela Baetz
Corporate consultant company pension and health insurance specialist
Volker Augustin
Volker Augustin
Financial advisor
Centerpiece
Without the trust and support of our clients, we would have done nothing!
Romantzas Alexandros
Romantzas Alexandros

Professional advice from a single source at eye level. Competent, understanding and helpful. Highly recommended!

Tarasidou Xenia
Tarasidou Xenia
Thank you for your advice and the skills and knowledge you have imparted to me. Thanks to them, you gave me solutions to all problems.
Kostanidis Gennadios
Kostanidis Gennadios
Thank you very much for the excellent advice, my financial situation is finally in good hands!

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