Finelles

Finelles GmbH is a Switzerland-focused financial advisory brand dedicated exclusively to helping women understand and manage their finances. Led by certified financial planner Clara, Finelles combines financial education, comprehensive financial analysis and planning, and independent, fee-based advice. The company does not sell financial products or receive commissions from banks or insurers, so its recommendations are based on each client’s circumstances and goals.

Finelles supports women at different stages of life, including employees, self-employed professionals, entrepreneurs, expats, couples, parents, divorcees and heirs. Its services cover budgeting and money management, retirement planning, insurance and financial protection, investing, and wealth building.

Clients can choose a 12-week Investment Class, with learning modules, workbooks, feedback and live coaching, or personalised one-to-one financial planning for more complex needs and situations, generally suited to clients with assets of CHF 100,000 or more. Finelles also offers free educational resources, including an e-book and online masterclass, as well as a complimentary introductory meeting to help prospective clients explore their options.