ellexx Financial Planning: Retirement Planning for Women with Three Experts
The Swiss women's finance platform ellexx is expanding its services to include independent financial and retirement planning. Three certified experts are now available to the community for personalized consultations.
ellexx Financial Planning: Retirement planning becomes an integral part of the service offering
In response to numerous requests from the community, the Swiss women’s finance platform ellexx is now expanding its services to include independent financial and retirement planning. Three proven experts are available to provide personalized consultations to Switzerland’s largest women’s finance community. The platform is thus responding to an ongoing need: Financial and retirement planning has been one of the most frequently requested topics from the very beginning—in courses, within the community, and via email, women have repeatedly asked for independent, trustworthy advisors.
Women in Switzerland are disproportionately affected by poverty in old age. «Financial independence doesn’t end with investing. If you really want to live a self-determined life, you need to be financially secure in old age,» emphasizes ellexx co-founder Nadine Jürgensen. Her business partner, Patrizia Laeri, adds: «We’re now connecting our community with exactly the people we would trust ourselves.»
Three experts with a clear focus on independence
According to ellexx, when selecting its new partners, the company placed particular emphasis on independence, transparency, sustainability, and a proven focus on people facing complex life situations.
Clara Creitz is a financial planner with a Swiss Federal Certificate, a Certified Financial Planner (CFP®), and a registered and licensed investment advisor with more than 14 years of industry experience. As an independent financial planner, she has helped more than 1,300 women since 2018. ’I help women get their finances in order—so that financial independence isn’t a matter of chance, but a plan.«
Davide Zanetti is a certified financial planner with a Swiss Federal Certificate. He advises individuals, families, and couples on independent financial and retirement planning—in a practical way and without technical jargon. «Back then, I would have liked to have had someone to help me make smarter financial decisions and move forward with confidence. That’s exactly what I offer today—on an equal footing.»
Nadine Hunkeler is a financial planner with a Swiss Federal Certificate, a Certified Financial Planner (CFP®), and a licensed investment advisor listed in the advisor registry, with more than 16 years of industry experience. According to her, she is one of only five independent female CFPs® in all of Switzerland and guides women—including English-speaking expats—step by step toward financial independence. «No one will take care of your finances unless you take matters into your own hands—with the right knowledge and the right plan.»
ellexx Financial Planning: Post entries directly in the app
The three experts will be available for booking starting May 26, 2026, via ellexx.com and directly in the ellexx app. Initial consultations are free; advisory services are fee-based, independent, and transparent—with no commissions from banks or hidden interests.
ellexx was founded by Patrizia Laeri, Nadine Jürgensen, and Simone Züger and bills itself as Europe’s largest female investing app. The app offers financial education in six countries and—most recently—direct investing within the app in Switzerland as well. Its offerings include ETF savings plans, financial education, coaching, courses, investment advice, financial planning, legal protection insurance, and a community of 100,000 women.
For more information and to book consultations, please visit https://www.ellexx.com available.
