Your Personal Financial Consultation

CHF 369.–

1h, online or on-site (Zurich): Are you just at the beginning when it comes to topics like investing and retirement planning, and need a clear plan to reach your financial goals? In your personal financial consultation, we determine where you stand financially and how much you can save. Then, we discuss the various investment options and how much you can start with. ETFs, sustainable investing, funds, impact investing – we will find the right investment strategy for you.

Choose your advisor

Our independent financial advisors understand the challenges in a woman's financial life. They help you find valuable answers to your questions. Together, they will organize your financial life and show you ways to use your money wisely.

Do you still have questions about the independent consultation? Here are our FAQs. Didn’t find your question? Contact us here.

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