Independent advice focused on your interests
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 supplier, nor do we offer any financial or insurance product, 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 refuse to accept ready-made solutions or advice dictated by commercial interests. Every recommendation we make is the fruit of a rigorous analysis of your situation and strategic thinking geared to your objectives.
Our skills
We offer comprehensive support to help you secure your financial future and optimize your assets. Whether you're looking to finance a property, prepare for retirement, analyze your pension scheme or retrieve forgotten BVG assets, our experts will guide you every step of the way.
Retirement Planning
Preparing for retirement requires visibility of your future income and financial needs. We draw up a personalized plan covering your 1st, 2nd and 3rd pillars, to anticipate any gaps and put in place concrete measures to ensure a serene and comfortable retirement.
Pension Analysis
We carry out a comprehensive analysis of your current and projected benefits, as well as your vested benefit assets. This study enables us to identify any gaps, calculate your future needs and propose appropriate solutions, whether to adjust your contributions, invest in complementary products or optimize your existing assets.
Mortgage
We help you structure and obtain the mortgage solution best suited to your situation. Thanks to our expertise in the market and our knowledge of the Swiss banks' offers, we can compare the conditions available, optimize your rates and help you with all the administrative formalities to secure your financing.
2nd Pillar Assets Search
If you've changed employer or lost track of certain assets, we can help you find them. We identify all your BVG accounts, including those that have been forgotten or remain unclaimed, and help you transfer or consolidate them in a suitable solution, so that you can take full advantage of your acquired rights.
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What our customers say
Read our customer testimonials.
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.
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