Nos conseils sont dénués de tout conflit d’intérêt. Nous ne sommes liés à aucun produit ou prestataire, ce qui garantit des recommandations 100 % alignées avec vos besoins.

Chaque recommandation est formulée dans votre intérêt exclusif, sans jamais être influencée par des considérations de commissions ou de partenariats commerciaux. Nous refusons de vous proposer des solutions qui ne correspondent pas réellement à vos besoins ou à votre situation, même si elles sont plus lucratives pour nous. C’est pour nous la base d’un conseil de qualité et d’une relation de confiance durable.

Nous mettons un point d’honneur à vous offrir un service de haute qualité, basé sur des analyses rigoureuses et des solutions concrètes. Nos conseillers bénéficient d’une formation professionnelle supérieure, garantissant ainsi un conseil de qualité et une excellente compréhension de votre situation.

Independent advice focused on your interests

Building and protecting your assets

Invexa can help you build, protect, and optimize your retirement through personalized strategies designed around your goals. As an independent advisory firm, our guidance is transparent and free from any conflict of interest.

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

Independence

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.

Ethics

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.

Excellence

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

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 means anticipating future income and needs. We draw up a personalized 3-pillar plan to guarantee a worry-free retirement.

Pension Analysis

We analyze your benefits and assets to identify gaps and propose solutions tailored to your future needs.

2nd Pillar Assets Search

We'll find your forgotten BVG assets and help you consolidate them into a suitable solution to secure your acquired rights.

Pillar 3a

We'll help you find and set up a Pillar 3a solution tailored to your needs and life goals.

Pillar 3b

We'll help you choose a flexible 3b solution to protect your family or save as you wish.

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.

Our partners

We work with leading financial services providers and insurance companies in Switzerland.

What our customers say

Read our customer testimonials.

Fondeca was able to analyze our situation and offer us suitable insurance, without trying to sell us useless products.

I had a lot of questions about my retirement and didn't know where to start. Now everything is clearer, thank you.

For my first property purchase, Fondeca was with me every step of the way. I obtained very advantageous financing conditions that I never thought possible.

I recently took out 3a life insurance through Fondeca. I appreciated their independent, no-pressure approach, but above all their understanding of financial products.

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.

AXA 3rd pillar: Analysis of SmartFlex Solutions (3a/3b)

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Prepare for retirement

Comparative 3rd pillar A