Schedule an Appointment
Pension Consulting
A personalized advice session to answer your specific questions about your pension and retirement in Switzerland.
Entirely independent, this consultation aims to inform and guide you, without any product recommendation or link to a service provider.
Discovery Meeting
A short discussion to review your situation and your needs in terms of pension planning, retirement, or insurance.
About our consulations
Invexa offers two complementary types of appointments depending on your situation and needs.
The Discovery Call (free, 15 minutes) is an initial conversation to understand your situation, expectations, and goals regarding pension planning, retirement, or insurance. It helps assess whether personalized support is relevant for you and directs you toward the most suitable consultation or solution.
The Pension Consultation (paid, 30 minutes) is a focused advisory session designed to address your specific questions about retirement and pension planning (AHV, 2nd pillar, 3rd pillar, taxation, buy-ins, etc.). This session aims to clarify your situation, explain your options, and define concrete next actions. It is not a full pension analysis but an in-depth consultation focused on your immediate priorities.
If possible, you can send the relevant documents in advance to info@invexa.ch (individual AHV account statement, BVG certificate, tax declaration, vested benefits statement, etc.). These documents are not compulsory, but they enable more targeted preparation.