
Get Financially Empowered by Our Independent Wealth Advisors
Your Finances, your Choice

The right advice for your life situation


Our independent experts

Delia Bohren
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
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
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
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
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
What does independent advice mean?
We want to offer women transparent, comprehensive and trustworthy financial consultation hours and advice. That is why we work very consciously with independent financial experts who are not tied to a bank. Unlike employees at banks or insurance companies, the independent financial experts and asset managers do not receive commissions on products, i.e. they earn nothing from it if they recommend a product to you. You can independently choose the right and cheapest financial investments and products for you.
How long does a consultation, planning or consultation take?
The financial consultation and the financial advisory last one hour each. You will benefit the most if you prepare your questions and documents in advance so that you can get the most out of the lesson.
Financial planning includes three meetings and pension planning includes two meetings. If you find out after the initial interview that the advice does not meet your expectations, we will give you a money-back guarantee.
Does this take place online or on site?
The financial consultation hour generally takes place online. If you prefer a personal appointment in the Solothurn area, you can arrange this directly with our financial expert Delia Bohren.
For the independent asset consultancy, you can decide whether you prefer to take the advice online or in person in Zurich.
For financial planning and pension planning, we offer advice online or in person in the Zurich or St. Gallen area.
How do I make an appointment?
For all offers, you can choose the date yourself. After you have chosen your consultant, you will be taken directly to the date selection after booking and payment and can choose a suitable time slot.
Can I take my partner to the appointment?
Very gladly, the strongest relationships are those in which you can also talk openly about money. By the way, children are also allowed. When planning a pension, prices for individuals and couples differ deliberately, as planning for couples is usually more complex and additional aspects are taken into account.
Do you have any questions about our independent consulting offer? Here you can find more FAQs.
Your question is not listed? Contact us at hello@ellexx.com.




