Building and protecting your assets
About Invexa
At Invexa, we help you make decisions that shape your future in a lasting way. As an independent financial advisory firm, our mission is to guide you with transparency, objectivity, and commitment — always focused on proposing tailored solutions, never driven by commercial interests.
Our values
Our advice is free from any conflict of interest. We are not tied to any product or service provider, which guarantees 100 % recommendations aligned with your needs.
Every recommendation is made in your exclusive interest, without ever being influenced by considerations of commission or commercial partnerships. We refuse to propose solutions that do not really correspond to your needs or situation, even if they are more lucrative for us. For us, this is the basis of quality advice and a lasting relationship of trust.
We make it a point of honour to offer you a high-quality service, based on rigorous analysis and concrete solutions. Our professionally trained advisors guarantee quality advice and an excellent understanding of your situation.
At Invexa, we don’t believe in ready-made solutions or advice driven by commercial interests. Every recommendation we provide is the result of careful analysis of your situation and strategic planning aligned with your personal goals.
Our skills at your service
We offer a complete support to secure your financial future and optimize your assets. Whether you're looking to finance a property, prepare for retirement, analyze your pension situation or retrieve forgotten BVG assets, our experts will guide you every step of the way.
Retirement Planning
Preparing for retirement means anticipating future income and needs. We draw up a personalized 3-pillar plan to guarantee a worry-free retirement.
BVG asset management
We'll find your forgotten BVG assets and help you consolidate them into a suitable solution to secure your acquired rights.
Insurance brokerage
We compare Swiss insurance companies to offer you clear, tailor-made cover for both your private and business needs.
Mortgage
We can help you find the most suitable mortgage by comparing rates and conditions with the main players on the market.
Pension Analysis
We analyze your benefits and assets to identify gaps and propose solutions tailored to your future needs.
Pillar 3a solutions
We analyze your benefits and assets to identify gaps and propose solutions tailored to your future needs.
Pillar 3b solutions
We'll help you choose a flexible 3b solution to protect your family or save as you wish.
Our partners
What our customers say
Read the testimonials of our customers who have placed their trust in Invexa for their personal protection.
Why choose Invexa?
Invexa will work with you rigorously, ethically and objectively to optimize your retirement and personal finances, without any conflict of interest.
Independent advice
Invexa does not sell banking or insurance products. We are on your side, defending your interests to the best of our ability.
Results-oriented approach
We'll help you make concrete, realistic decisions that are consistent with your tax, business and family situation.
Expert advice
Our advisors are specialists in their field and hold qualifications recognized in Switzerland.
All-round Support
Our team is at your disposal to advise and support you at all times, for simple or complex situations.
Find out more in our specialist articles
Discover our articles on insurance, pensions, finance and investments, written by our experts.
Get advice
Make a free appointment with one of our financial planning experts for personalized advice.
