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Get Financially Empowered by Our Independent Wealth Advisors
Your Finances, your Choice
Your Personal Finance Session
For anyone who wants to take control of their finances but still has questions. Discuss your money, budget, investment, and retirement planning issues directly with an expert. She will explain the connections, share her knowledge, and help you make confident and informed financial decisions—without providing individual investment recommendations.
Personal Wealth Management Advice
Do you have CHF 500,000 or more in investable assets and want to review your current investment strategy or create a new, independent plan? Our personal wealth management service provides a detailed portfolio analysis, tailored optimization recommendations, and optional professional asset management to help you grow and protect your wealth.
Your Personal Finance Session
1h, online
or in-person in Solothurn
CHF 369
In your personal finance session, you can discuss all your questions about money, budgeting, investing, and retirement planning directly with an expert. Your finance expert will help you gain a clear overview of your finances, identify your saving potential, understand your retirement plan, and implement your investment goals step by step.
She shares her knowledge, explains the connections, and supports you in making confident, well-informed financial decisions.
As ideal preparation for your personal finance session, we recommend completing the course (held in German).
What to Expect in Your Finance Session
Build Your Financial Foundation
Before your session begins, lay the foundation for your personal financial world. Gather all the questions on your mind — big or small. This way, you make the most of your time and take the first step toward greater clarity and confidence in managing your finances.
Get Answers on Your Level
The session is all about you: your situation, your goals, your questions. Whether it’s retirement planning, investing, financial planning, or family finances, your expert listens, explains clearly, and guides you step by step — no jargon included.
Put Your Plan into Action
Together, you bring structure to your finances, set priorities, and discover new opportunities. You’ll leave the session with clear insights and renewed confidence, knowing exactly what steps to take. You’ll also receive a short summary of the key points, so you can implement your next moves with ease and assurance.
Your Financial Expert
Your Personal Wealth Advisory
1h, online or in-person (Zurich)
CHF 369
Do you have investable assets of CHF 500,000 or more and want an independent analysis of your current investment strategy, or are you looking for a new strategy for your money? Then a personal wealth advisory session is perfect for you.
Bente Roth, a licensed FINMA independent wealth advisor with 20 years of experience, can analyze your portfolio and manage your investments.
If this leads to a wealth management mandate, your advisory fee will be reimbursed.
What to Expect in Your Wealth Advisory
Ready, set, go!
Start by laying the foundation for your personal financial world: together, you’ll analyze your wishes, goals, and needs. What matters most is your life plan and work history.
All in One View
In the wealth check, you’ll review your entire financial life: income, expenses, investments, and retirement planning. Every life stage is unique — whether you’re starting a family, going through a separation, starting a business, inheriting, or preparing for retirement. You’ll discuss your challenges and find solutions that fit your situation.
Your Money, Your Voice
In the final step, you’ll plan, invest, and prepare your finances wisely. Your independent wealth advisor will explore your approach to risk, help define your financial vision, and identify the investment strategy that suits you best. Benefit from her years of experience and knowledge of financial markets, investment products like ETFs, and sustainable investing. Put the power of your capital to work for yourself and a more sustainable financial world.
Your Independent Wealth Advisor
FAQ
What Does Independent Advice Mean?
We want to provide women with transparent, comprehensive, and trustworthy financial consultations. That’s why we work exclusively with independent financial experts who are not tied to any bank. Unlike employees at banks or insurance companies, our independent advisors and wealth managers do not earn commissions on products—they don’t make money by recommending a specific product. This allows them to select the most suitable and cost-effective financial investments and products for you, completely independently.
How Long Does a Consultation or Advisory Session Last?
Both the Financial Consultation and the Wealth Management session last one hour. You’ll get the most out of your session if you prepare your questions and relevant documents in advance.
For the Wealth Management session, you also have the option to send your key documents—such as your current investment strategy—to your independent advisor via email beforehand.
Is the Session Online or In-Person?
The Financial Consultation is generally held online. If you prefer an in-person appointment in the Solothurn area, you can arrange this directly with our financial expert, Delia Bohren.
For the independent Wealth Management session, you can choose whether to meet online or in person in Zurich.
For both options, you can select the date and time that works best for you.
How Do I Book an Appointment?
Once you’ve chosen your advisor, you can select a convenient time slot immediately after completing your booking and payment.
What’s Included in the Financial Consultation?
In your Financial Consultation, you can ask questions on topics such as:
- Everyday Finances & Budgeting: Learn how to manage your money, create a budget, and gain control over your finances.
- Investing & ETFs: Start with small amounts and understand what to look for, including sustainable investing.
- Retirement Planning: Understand how AHV, pension funds, and the 3rd pillar work together.
- Financial Planning & Life Decisions: Guidance for marriage, cohabitation, starting a family, separation/divorce, or career changes.
Your expert can tailor the consultation to your personal situation and focus on the topics most relevant to you.
What’s Included in Personal Wealth Management Advice?
Your personal wealth management session generally covers:
- Current Situation Analysis
- Risk Profile
- Investment Horizon
- Savings Rate
- Financial Goals
- Sustainability Preferences
- Investment Options
- Fees
- Retirement Planning
Your advisor will also tailor the session to your individual needs and focus on the areas most relevant to you.
What can I prepare in advance?
To get the most out of your session, it helps to have a clear overview of your financial situation.
You can use the budget feature in the ellexx app and answer the following questions:
- What is my monthly income?
- What is my total net worth?
- What are my fixed expenses (e.g., rent, insurance, taxes, subscriptions, transport)?
- What are my variable expenses (e.g., leisure, travel, clothing)?
- How much debt do I have?
- (Optional) How much do I want to invest long-term?
- (Optional) What does my retirement planning look like? (Check your pension statement and Pillar 3a)
For the wealth management advice, you can also send your documents—like your current investment strategy—directly to your independent advisor ahead of time. This saves time and lets you dive straight into the session.
How Much Money Do I Need for Wealth Management Advice?
A wealth management session or mandate is worthwhile if you have CHF 500,000 or more in disposable assets (excluding pension funds or real estate).
The financial consultation, on the other hand, is designed for all women who want to take control of their finances and make independent decisions. Even if you don’t have a large portfolio, you’re in the right place—our expert will show you how to invest sustainably, cost-effectively, and for the long term, even with smaller amounts.
Can I Get Advice About Retirement?
Our experts also specialize in retirement planning. However, this service is not the same as a full pension consultation. It’s recommended to review your retirement planning in detail at least 10 years before you retire.
Can I Bring My Partner to the Wealth Management Session?
Absolutely! The strongest relationships are built on open conversations about money. By the way, children are welcome too.
Do you still have questions about independent financial and investment advice? You can find more FAQs .
