{"id":330,"date":"2026-07-31T13:54:09","date_gmt":"2026-07-31T13:54:09","guid":{"rendered":"https:\/\/invexa.swiss\/?page_id=330"},"modified":"2026-10-12T10:02:41","modified_gmt":"2026-10-12T10:02:41","slug":"book-an-appointment","status":"publish","type":"page","link":"https:\/\/invexa.swiss\/en\/planifier-un-rendez-vous\/","title":{"rendered":"Schedule an Appointment"},"content":{"rendered":"<style>\n.e-con:has(> .elementor-widget-shortcode .ivx-rdv),.e-con-inner:has(> .elementor-widget-shortcode .ivx-rdv){padding-left:0!important;padding-right:0!important;--padding-left:0px;--padding-right:0px}\n.elementor-widget-shortcode:has(.ivx-rdv){margin-left:0!important;margin-right:0!important;padding:0!important}\n.ivx-rdv{margin:0;padding:0;font-family:'Manrope',sans-serif;font-size:16px;font-weight:400;color:#000;line-height:1.65}\n.ivx-rdv *{box-sizing:border-box}\n.ivx-rdv p{margin:0 0 16px;font-size:16px}\n.ivx-rdv a{color:#071659}\n.ivx-rdv 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div:nth-child(-n+2){border-bottom:1px solid #DDDDDD}.ivx-rdv .ivx-trust div:nth-child(3){padding-left:0}}\n@media (max-width:767px){.ivx-rdv,.ivx-rdv p,.ivx-rdv .ivx-chip,.ivx-rdv ul.ivx-steps li,.ivx-rdv ul.ivx-list li,.ivx-rdv .ivx-trust span,.ivx-rdv .ivx-line,.ivx-rdv .ivx-faq summary{font-size:15px}.ivx-rdv h1{font-size:32px}.ivx-rdv h2{font-size:25px}.ivx-rdv h3{font-size:20px}.ivx-rdv .ivx-box{padding:22px 20px 10px}.ivx-rdv .ivx-trust div{padding:18px 14px}.ivx-rdv .ivx-trust div:nth-child(odd){padding-left:0}.ivx-rdv .ivx-trust strong{font-size:22px}.ivx-rdv .ivx-cal,.ivx-rdv .ivx-how,.ivx-rdv .ivx-trust{margin-bottom:48px}}\n<\/style>\n\n<\/p>\n<div class=\"ivx-rdv\" data-no-translation>\n<p><script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"inLanguage\": \"en\",\n  \"mainEntity\": [\n    {\"@type\": \"Question\", \"name\": \"Is the first meeting with Invexa free?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes, the first meeting is free and without obligation. A written proposal is provided only if you wish to go further.\"}},\n    {\"@type\": \"Question\", \"name\": \"What happens after the first meeting?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Invexa suggests the right next step: a written proposal for a full retirement plan (scope of the analysis, timeline and fees), or a comparison of solutions for your 3rd pillar, vested benefits or investments. No obligation.\"}},\n    {\"@type\": \"Question\", \"name\": \"Where do meetings take place?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"At Invexa's offices at Chemin de Blandonnet 8, 1214 Vernier (Geneva), or by video call, in English, French or Spanish.\"}},\n    {\"@type\": \"Question\", \"name\": \"Does Invexa advise cross-border workers?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. Invexa coordinates the AHV, 2nd pillar, 3rd pillar and French pension of people who work in Switzerland and live in France.\"}}\n  ]\n}\n<\/script><\/p>\n<p class=\"ivx-eyebrow\">Free first meeting<\/p>\n<h1>Book a meeting with a pension adviser<\/h1>\n<p class=\"ivx-lede\">A free, no-obligation first meeting to review your retirement, 2nd pillar, 3rd pillar or investments. At our offices in Vernier (Geneva) or by video call, in English, French or Spanish.<\/p>\n<div class=\"ivx-chips\"><span class=\"ivx-chip\">Free, no obligation<\/span><span class=\"ivx-chip\">Vernier or video call<\/span><span class=\"ivx-chip\">English \u00b7 Fran\u00e7ais \u00b7 Espa\u00f1ol<\/span><\/div>\n<div class=\"ivx-cal\">\n<div class=\"meetings-iframe-container\" data-src=\"https:\/\/meetings-eu1.hubspot.com\/claire-fivaz?embed=true\"><\/div>\n<\/div>\n<div class=\"ivx-how\">\n<div>\n<h2>How it works<\/h2>\n<ul class=\"ivx-steps\">\n<li><img decoding=\"async\" class=\"ivx-num\" src=\"https:\/\/invexa.swiss\/wp-content\/uploads\/2026\/08\/2-1.svg\" alt=\"1\" width=\"36\" height=\"36\">\n<div><strong>Choose a time slot<\/strong>At our offices or by video call, whichever suits you.<\/div>\n<\/li>\n<li><img decoding=\"async\" class=\"ivx-num\" src=\"https:\/\/invexa.swiss\/wp-content\/uploads\/2026\/08\/3-1.svg\" alt=\"2\" width=\"36\" height=\"36\">\n<div><strong>We review your situation together<\/strong>Your circumstances, your goals and your questions.<\/div>\n<\/li>\n<li><img decoding=\"async\" class=\"ivx-num\" src=\"https:\/\/invexa.swiss\/wp-content\/uploads\/2026\/08\/4-1.svg\" alt=\"3\" width=\"36\" height=\"36\">\n<div><strong>We suggest the right next step<\/strong>A written proposal for a full retirement plan, or a comparison of solutions for your 3rd pillar, vested benefits or investments. No obligation.<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"ivx-box\">\n<h3>What to bring, if you have them<\/h3>\n<p>Optional, but it makes the meeting more precise.<\/p>\n<ul class=\"ivx-list\">\n<li>Pension fund (LPP) certificate<\/li>\n<li>AHV account statement<\/li>\n<li>3rd pillar contracts<\/li>\n<li>Latest tax return<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"ivx-trust\">\n<div><strong>5\/5<\/strong><span>Average Google rating<\/span><\/div>\n<div><strong>300+<\/strong><span>Clients advised (2026)<\/span><\/div>\n<div><strong>FINMA<\/strong><span>Untied insurance intermediary F01537672<\/span><\/div>\n<div><strong>FINSOM<\/strong><span>Ombudsman under FinSA<\/span><\/div>\n<\/div>\n<div class=\"ivx-cols\">\n<div class=\"ivx-box\">\n<h3>Prefer to contact us directly?<\/h3>\n<p>Call or email us and we will get back to you promptly.<\/p>\n<div class=\"ivx-line\"><span>Phone<\/span><a href=\"tel:+41228860337\">+41 22 886 03 37<\/a><\/div>\n<div class=\"ivx-line\"><span>Email<\/span><a href=\"mailto:info@invexa.ch\">info@invexa.ch<\/a><\/div>\n<div class=\"ivx-line\"><span>Offices<\/span><span>Chemin de Blandonnet 8, Vernier<\/span><\/div>\n<\/div>\n<div class=\"ivx-faq\">\n<h2>Frequently asked questions<\/h2>\n<details open>\n<summary>Is the first meeting really free?<\/summary>\n<p>Yes, it is free and without obligation. We only send you a written proposal if you wish to go further.<\/p>\n<\/details>\n<details>\n<summary>What happens after the meeting?<\/summary>\n<p>We suggest the right next step: a written proposal for a full retirement plan (scope of the analysis, timeline and fees), or a comparison of solutions for your 3rd pillar, vested benefits or investments. No obligation.<\/p>\n<\/details>\n<details>\n<summary>Where do meetings take place?<\/summary>\n<p>At our offices at Chemin de Blandonnet 8, 1214 Vernier (Geneva), or by video call, in English, French or Spanish.<\/p>\n<\/details>\n<details>\n<summary>Do you advise cross-border workers?<\/summary>\n<p>Yes. We coordinate the AHV, 2nd pillar, 3rd pillar and French pension of people who work in Switzerland and live in France.<\/p>\n<\/details>\n<\/div>\n<\/div>\n<\/div>\n<p>\n<p><script type=\"text\/javascript\" src=\"https:\/\/static.hsappstatic.net\/MeetingsEmbed\/ex\/MeetingsEmbedCode.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-330","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/pages\/330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/comments?post=330"}],"version-history":[{"count":7,"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/pages\/330\/revisions"}],"predecessor-version":[{"id":2570,"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/pages\/330\/revisions\/2570"}],"wp:attachment":[{"href":"https:\/\/invexa.swiss\/en\/wp-json\/wp\/v2\/media?parent=330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}