About us
About Claire Fivaz
Claire Fivaz is an IAF-certified insurance and pension advisor and founder of Invexa.
She holds a Bachelor's degree in International Business Management from HEG Geneva, and has experience in individual and occupational pensions, as well as in financial planning.
- Languages: French - English - Spanish
- Areas of expertise: Retirement planning - Tax optimization - Pension consulting - Social needs analysis
- FINMA ID: F01518014
At Invexa, we help our customers to make decisions that sustainably shape their financial future. As an independent consulting firm, our mission is to support each individual with transparency, objectivity and commitment, always proposing solutions that are tailored to their needs and never dictated by commercial interests.
Our raison d'être
At Invexa, we don’t seek to sell products — we aim to build coherent solutions that fit within a comprehensive financial strategy. We’ve seen too many people subscribe to products they don’t fully understand, often as a result of biased or incomplete advice.
Our mission is different: to provide an independent, transparent, and sustainable approach, built on a true understanding of each client’s needs. We believe that trust is built over time — by offering fair, clear recommendations that are always aligned with your goals, never with commercial interests.
Our commitment: eliminate any grey areas so you know exactly what product you're signing up for, and all the associated costs.
Our values
Independence
Our advice is completely free of any conflict of interest. Invexa is not tied to any product, insurer or supplier, which means we can guarantee you 100 % recommendations aligned with your real needs. Your situation and your objectives are our only compass.
Transparency
We explain each stage of our analyses and recommendations in a clear and comprehensible way. No decision is imposed on you: you always have a full picture of the advantages, limitations and alternatives. For us, transparency is the key to a healthy and lasting relationship.
Ethics
Every recommendation is made in your exclusive interest. We refuse to propose solutions that don't fit your situation, even if they would be more profitable for us. That's what we mean by quality advice: independent, honest and trustworthy.
Excellence
We aim for the highest standards in each of our mandates. Our advisors draw on recognized professional training and rigorous analysis to offer you serious support and concrete solutions. Our aim: to provide you with reliable, lasting advice that meets your expectations.
Get advice
Make a free appointment with one of our financial planning experts for personalized advice.
