At IWP, the solutions we provide are as diverse as the clients we serve.
We differentiate our services on three founding principles:
Whether it’s a bank account, mortgage, insurance or pension, you can rest assured that we'll be transparent about the process, options and charges.
Why? Because it creates trust, it’s the right thing to do, and over 80% of our revenue comes from repeat business with our valued clients long-term.
We do not have our own products, we have no ‘special relationships’ with certain providers, and we never recommend only one product or service.
We remain independent and impartial by explaining your options, giving you a comparison of several offers, and helping you make an informed decision on what best fits your needs.
We tell you upfront what the estimated fees are for our services depending on the type of product, amount of time to be dedicated, and level of expertise required.
Custom solutions for unique needs.
We understand that one size does not fit all, nothing is 'zero risk', and your investments need to reflect you. We work with you using our in-house, fully digital financial plan to help you understand your options, make informed decisions, and achieve financial security for you and future generations.
With extensive knowledge of Swiss and international pension, mortgage and investment systems, we have the expertise needed to provide tailored financial planning solutions for you and your family.
If your goal is financial freedom we can advise you on specific investments and how to channel your money to assets that give the best risk-adjusted returns over time.