Understand long-term investing – without product sales
We address your questions, explain things clearly and compare the various investment product and broker options together.
Who is this consulting for?
If you want to get started
and want to tackle it together with an independent and competent partner.
If you have questions
about stocks, bonds, ETFs, products or other investment topics.
If you want to be sure
that you won't be sold an overpriced product or end up in a solution that doesn't fit you at all.
What do we discuss?
We make the investment process understandable – and show you concrete options
Personal strategy
Together we determine your personal attitude towards investing and set up your strategy.
Portfolio check
We analyze your existing solutions, highlight pros and cons and compare alternatives where necessary.
Holistic view
We consider investing holistically in combination with your income and assets, not in isolation.
Process – in 3 steps
15-minute strategy meeting
In a no-obligation conversation we get to know each other and discuss your goals and questions around investing.
Personal consulting
Together we develop your personal investment strategy, compare concrete broker and product options and show you the optimal path for your situation.
Follow-up support (optional)
After the consultation you receive concrete recommendations. If needed, we support you in implementation and remain available for further questions.
Investment in your financial future
Transparent prices for our independent consulting
Flat rate
Education and consulting on investing with concrete recommendations.
*Would you like to book this consulting in combination with others, e.g. "Budget & Savings" or "Provision & Protection", you benefit from a combo discount. Please let us know during the strategy meeting.
Get to know us without obligationIndependence matters
You can find plenty of information online about investing. Concrete and actionable advice often comes from advisors who represent a broker or product in the background and thus have a clear sales agenda in the conversation. This often leads to unsuitable or overpriced products you don't actually need. Independence ensures that your investment truly fits you – not the goals of a provider.
Your starting signal for long-term investment success
Get to know us without obligation and let us find out whether and how we can support you.
Frequently Asked Questions:
What exactly is the investment analysis?
The investment analysis is a 60- to 90-minute online consultation for individuals and couples who want to invest and need support. We offer education, guidance, comparisons and coaching – so you can make informed decisions and invest independently, without jargon.
How does the consultation work?
Everything starts with a free strategy meeting. You will then receive an email with the required documents. In the consultation itself, we clarify your investment goals and risk tolerance, explain different asset classes (ETFs, funds, stocks, etc.), compare platforms and providers and show you step by step how to invest.
Who is the investment analysis suitable for?
For anyone who wants to invest independently but doesn't know where to start. Particularly useful if you want to grow your wealth long-term, have received pension fund money, want to make your first investment or review and optimize existing investments.
What does the investment analysis cost?
CHF 790 flat rate, whether you participate alone or as a couple.
Will you sell me any products during the consultation?
No. We are completely independent, advise without sales intent and recommend no financial products. We show you how to compare and invest yourself, completely without hidden interests.