Individuals

Our services for individuals & self-employed 

As an intermediate, our mission is to support you in all your insurance, pension and mortgage needs.

Our expertise

  • Elaboration and optimisation of your budget

  • Complete audit of your current insurance portfolio

  • Customised inventory 

  • Comparative studies to choose the best insurance contracts

  • Guidance, advice and implementation of solutions tailored to your needs

  • In-depth analysis of your benefit plans

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Behind every appointment, there's a person, a family with its own life story and questions. A quality relationship is essential to establish an open and trust worthy dialogue, enabling a precise understanding of your environment and your expectations. That's why 360 Partner favors an open and transparent relationship, to better accompany you through each stage of your life.

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Insurance portfolio management & optimisation

  • Personalised advice on existing and future projects

  • Claims management and follow-up

  • Pensions 3a/3b

    • Research and selection of the best insurance or banking solutions

    • Asset diversification for efficient wealth management

  • Mortgage financing

    • Advice on identifying the best real estate financing solution (budget calculation, search for a financial partner, tax optimisation, family protection).

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This commitment is fully shared by our team, whose cohesion, ongoing training and professionalism ensure constant attention, exemplary responsiveness, while rigorously respecting your interests.

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Contact us.