Transparency
Clear recommendations and understandable steps.
About us
A foundation for financial clarity.
We believe in financial decisions that serve people and businesses beyond the next transaction.
About us
Personal in Zurich. Focused on the whole picture.
Andrade Finance GmbH supports people and businesses in Zurich. Financial decisions span life stages: family, home, business and retirement belong in one conversation.
“Banks see accounts. Insurers see policies. Fiduciaries see numbers. We see the human.”
How we work
Independent, not tied.
We assess the situation before the solution. As an untied insurance intermediary, we are not bound to a single insurer.
- 01
Understand
Clarify goals and circumstances.
- 02
Analyse
Organise documents and options.
- 03
Plan
Explain choices and criteria.
- 04
Implement
Coordinate agreed actions.
- 05
Accompany
Reassess as life changes.
About us
What guides us.
Swiss quality
Care, reliability and discretion.
Across generations
Decisions in the context of family and future.
Individuals & families
Discuss my situation ↗A personal conversation in Zurich.
In the first conversation we clarify your concern, scope and contact person. Names and qualifications will be published once approved.
Andrade Finance GmbH
Discuss my situationBring order to your next decision.
Tell us briefly what matters. We do not need confidential documents in the first enquiry.