{"id":3081,"date":"2025-09-01T08:26:03","date_gmt":"2025-09-01T08:26:03","guid":{"rendered":"https:\/\/invexa.ch\/?page_id=3081"},"modified":"2025-09-12T07:54:00","modified_gmt":"2025-09-12T07:54:00","slug":"services","status":"publish","type":"page","link":"https:\/\/invexa.ch\/en\/services\/","title":{"rendered":"Services"},"content":{"rendered":"
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Our services<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\tWe offer comprehensive support to help you secure your financial future and optimize your assets in Switzerland. Whether you're looking to finance a property, prepare for retirement or recover your BVG\/LPP assets, our experts will guide you every step of the way.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRetirement Planning\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tPreparing 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.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tPension Analysis\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe 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.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tMortgage\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe 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.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t2nd Pillar Assets Search\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tIf 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.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Get advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Make a free appointment with one of our financial planning experts for personalized advice.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Get\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

We offer comprehensive support to help you secure your financial future and optimize your assets in Switzerland. Whether you're looking to finance a property, prepare for retirement or recover your BVG\/LPP assets, our experts will guide you every step of the way.<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3081","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/pages\/3081","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/comments?post=3081"}],"version-history":[{"count":0,"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/pages\/3081\/revisions"}],"wp:attachment":[{"href":"https:\/\/invexa.ch\/en\/wp-json\/wp\/v2\/media?parent=3081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}