ellexx offers independent advice and personal finance sessions on money, budgeting, retirement planning, and wealth management.

Get Financially Empowered by Our Independent Wealth Advisors

Take control of your finances and retirement. Our independent experts support you.

Your Finances, your Choice

Select your option:

The right advice for your life situation

Here you will find at a glance which offer best suits your needs.

Our independent experts

Delia Bohren

Independent financial expert

I am a primary school teacher, practice coach at the FHNW and financial advisor. Three roles that connect me with people every day. In school, I learned how important trust, patience and clear language are. In my financial consultation, I convey knowledge with heart and structure, without jargon or pressure. It is important to me that you feel safe, can ask questions and gradually gain confidence in yourself and your financial strength.

Clara Creitz

Independent financial and pension planner

As a certified financial planner with eidg. Specialist certificate and Certified Financial Planner (CFP®), founder of Finelles GmbH and with 14+ years of experience in the financial industry, I accompany women in organizing their finances, investing meaningfully and making decisions that fit their lives. Because I have experienced too often in the industry how women are fed shorter, more superficial, more expensive and with standard solutions.

Davide Zanetti

Independent financial and pension planner

I am an independent financial planner with eidg. Professional certificate and founder of Finanzunterricht.ch. Growing up with a single mother, I experienced early on what financial uncertainty means and how much it can influence life. This experience characterizes my work to this day. In particular, I support women in understanding their financial situation and shaping it independently. My focus is on pension planning, because this is where the greatest uncertainties often exist.

Nadine Hunkeler

Independent financial and pension planner

As an independent Certified Financial Planner (CFP®), founder of Finance Phoenix and with 19 years of experience in the financial industry, I accompany Swiss and expats with their finances. I support my clients in understanding and getting a grip on their financial situation and the associated risks, as well as planning for their retirement. So that they can live more self-determined and with fewer fears in the now, and perhaps even retire earlier.

Bente Roth

Independent wealth manager

With 25 years of experience in the financial industry, including 19 years as an independent asset manager, I bring extensive knowledge and experience. My focus is on cost-effective ETF investing. Financial independence is of great importance, and it is nice to accompany many women on their financial path.

FAQ

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