On average, women have much less money than men. Why? Because inequality begins in childhood and continues throughout a woman's financial life. Our goal is to change that.
Investment Philosophy
Did you know that you can achieve 21 times more by investing sustainably than by eating vegan and avoiding flights?
Too many technical terms?
And how! The jargon of the financial industry is unnecessarily complicated. We explain money things simply and usefully. ellexx is banking minus the bullshit. Rest assured: you understand a lot more about finance than you think. Enjoy!
Empower yourself financially with the support of our independent financial advisors
You want to manage your finances, invest your money wisely, or improve your retirement planning? The independent financial advisors will provide you with advice tailored to your needs. Personal, transparent, and on equal footing.
Your personal consultation in five steps
Ready, set, go!
You start by laying the foundation for your personal financial world: Together, we analyze your desires and needs. What counts are your life plan and your career history.
Wealth Check
Together with you, we review all the items and not only easily get a handle on your financial life, but improve your financial situation meaningfully and sustainably with more clarity and organization.
Living in the present
Every life phase is different and unique. Whether you're planning a family, going through a separation, starting a business, inheriting, or preparing for retirement, we discuss your challenges and have the right solutions for you.
Securing tomorrow
In the fourth step, we plan, invest, and provide for your future in a meaningful way. The independent financial advisors explore your relationship with and approach to risks, develop your financial vision together, and discuss and filter the right investment strategy for you. Benefit from our many years of experience and knowledge in financial markets, investment products such as ETFs, and sustainable investing.
Goal
Done! Now you can harness the positive power of capital. You are part of a fairer and more sustainable financial world.
Your finances, your choice
Choose your option:
Do you still have questions about the independent consultation? Here are our FAQs. Didn’t find your question? Contact us here.
Your Advisors
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.
Bente Roth
I have worked in the financial industry for 24 years, 18 of which have been as an independent asset manager. Since 2021, with my company Finanzweg GmbH, I have been helping women become financially independent and invest cost-effectively.
My Mission: I want to encourage women through honest, direct, and transparent advice to invest and take their future into their own hands.
Rachel Alioska
With my Master’s degree in Finance from the University of Bern and Wealth Management from the University of Rochester (USA), certification as a Wealth Management Advisor from the Swiss Association for Quality (SAQ), and training as a federally certified financial planner, I have extensive professional experience and in-depth knowledge to advance you in wealth management. I offer vast experience as an external asset manager at LFA-Zürich (Lugano Financial Advisors). Over the last 25 years, I gained my expertise as a Senior Client Advisor at UBS, Zürcher Kantonalbank, and Banque Pictet.
My Mission: It is a heartfelt mission for me to give women access to investing, empower them in financial matters, and encourage them to make self-determined decisions.
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