Investment Advice

Clear, comprehensive, unbiased investment advice

  • Socially Responsible Investing

    Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in.

  • Property Investment

    From residential property to commercial property investment ideas, we’re here to help you get the best return on your investment.

  • Swiss Mortgages

    From deposits to repayment terms, you’ll need an insider’s take on the Swiss property market to get the best return on your investment.

  • US Compliant Investments

    The team here at IWP are well-versed in suitable investment options for American investors.

  • Insurance

    Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle.

Investment Advice

You won't find any off-the-shelf investment packages here. 

As Switzerland’s first regulated online advisory firm, our team of experienced financial advisors is here to help you plot your course for the financial future you want with tailored investment plans.

From our first meeting together, we’ll take a look at what you’re doing now, what you’ll have by following that plan of action, and what you need to live the lifestyle you want in the future. 

If you don't take care of your investments, your investments can't take care of you.

We help people achieve financial freedom; having enough assets to cover your bills, and giving you the freedom to choose what to do with your life.

Our investment advice covers, among other things:

  • Socially Responsible Investing
  • Property Investment
  • Swiss Mortgages
  • US Compliant Investments
  • Insurance

At IWP, the solutions we provide are as diverse as the clients we serve. We understand that one size does not fit all, nothing is ‘zero risk’, and that your investments need to reflect you. We work with our clients to explain their options, give them clarity, and help them make an informed decision.

As fully independent investment advisers, we are transparent on fees, have access to a universe of investment solutions both domestic and international, and our commitment is always to our clients' needs above all else.

Contact us now for a review of your current investments, or to discuss how to start investing in the safest and most profitable way.

Investment Advice

How much do you need to retire?

Your current situation
CHF
CHF
CHF
CHF
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
CHF:
You will need
CHF:

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.

Insights

How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?