Our team of experts has meticulously crafted a range of financial solutions tailored to your company’s character and the needs of its employees. Our mission is to provide services that anchor your security while adapting seamlessly to your evolving requirements in the realms of savings and insurance protections.
Contact UsFrom onboarding to termination, we provide comprehensive support for both employees and the finance department, ensuring seamless and well-structured service processes.
Advice creates a customized service agreement for each company, aligned with its pension policy. This integration with complementary solutions enables the establishment of a comprehensive operational framework and optimally managed outsourcing solutions.
Directors' insurance / Professional liability insurance / Cyber insurance / Management of employee compensation plans / Escrow account / Online clearing
Advice manages a wide range of clearing solutions on behalf of its clients, tailored to each company’s choice and optimized to its unique needs, while conducting ongoing monitoring to ensure the highest quality of service.
As part of managing financial protections, Advice identifies mortgage insurance solutions at competitive costs, while ensuring comprehensive coverage that fully meets the requirements of the lending institution.
Life insurance is designed to ensure financial stability for families in the event of the loss of a primary source of income. Although it is a common insurance product, it is often purchased without strategic planning or long-term cost evaluation. Advice Group is committed to designing an optimal solution for its clients-combining effective coverage with reduced costs-while optimizing terms with insurance providers.
This insurance is designed to safeguard business continuity and maintain financial stability in the event of the death of a partner or key executive. It ensures that the remaining partners have the ability to purchase the deceased’s share under fair conditions, while simultaneously providing the family with appropriate compensation- without requiring their direct involvement in the management of the business.
Advice leverages a wide range of private market solutions to bridge the gaps within the public healthcare system. These solutions are designed to ensure access to advanced medical teams, fast response times, and a broad spectrum of services-while avoiding duplicate coverage and achieving optimal integration with the public system.
This insurance provides dual protection: for both business clients and the partners’ families. In the event of a partner’s death, the policy ensures business continuity while transferring fair value to the deceased partner’s family- without creating legal or operational complications.
In cases of marital dissolution, alimony insurance ensures continuous cash flow for children in the event of the paying parent’s death. This solution provides financial security without relying on the former spouse to manage the funds.
Based on Advice’s experience, many clients are unaware of their existing insurance coverages and the cumulative costs over time. We conduct a comprehensive analysis of the insurance portfolio, identify duplications or gaps, and realign the relevant protections- while maximizing cost reduction.
Advice has developed a holistic solution for managing free capital as an integral part of overall asset management- including pension savings. This approach enables the creation of a personalized investment strategy and ensures optimal asset management. For qualified clients, we offer an additional advanced layer of solutions through our Wealth Office, Taylor, which specializes in personalized guidance and the strategic structuring of wealth management.
Advice specializes in tailoring pension solutions designed to preserve clients’ standard of living after retirement. We view pension planning as a core mission and are committed to reducing costs and continuously optimizing savings.
Advice has developed a unique model for managing retirement programs, enabling early retirement while maintaining a high and stable standard of living. The planning process is based on personalized financial analysis and utilizes advanced tools to optimize savings and investments.