Selma x Caveo – Financial planning for you
Two modern financial solutions with a common goal. Selma and Caveo combine digital simplicity with independent advice for smart decisions about money, retirement planning, and investments.
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How do I receive my financial planning at Caveo?
This is how Caveo works
Free introductory call.
Get to know your advisor, ask questions, and clarify your goals.
Create your financial plan.
You provide Caveo with the relevant information and they take care of the rest.
Consultation.
An advisor will present your financial plan to you.
Your digital catalog of actions.
After the consultation, you will receive your action plan in the Caveo app.
Regular check-ins.
Stay in touch with your advisor for updates, new questions, or just to check in.
Personalized financial planning tailored to your investment with Selma
Start with a chat
Chat nowTell Selma about your financial situation and your plans. Then let her do the calculations and get recommendations on how much money you should invest and what your personal plan should look like.
Invest in your individual portfolio
Diversification is key. Selma takes care of this for you; all portfolios contain investment products that allow you to invest in many different things at the same time. As a Selma customer, you benefit from an exclusive Caveo discount.
Get your personal financial and retirement planning.
A smart investment strategy doesn't stop at your individual portfolio; it also takes your financial and retirement planning into account.
That's why investing with Selma gives you exclusive benefits at Caveo:
– from CHF 10’000 : CHF 100 Discount
– from CHF 50’000 : CHF 500 Discount
– from CHF 100’000 : CHF 1'000 DiscountThis way, you benefit twice—today and in the future. Book your free initial consultation with Caveo here.
Kickback straight into your pocket
If you decide to use Caveo for personal financial and pension planning, Selma receives 10% of the fee. However, we don't want this money; we prefer to give it back to our customers. So if you invest your assets with Selma after financial and pension planning, this amount will be transferred to your account as a bonus.
Why Selma x Caveo?
Two areas of expertise with the same values
Independent
Caveo provides advice without hidden commissions or sales pressure.
Transparent
Caveo makes financial planning as simple, understandable, and tangible as possible.
Holistic
A long-term holistic view of your finances and pension.
Book your appointment now!
Take advantage of the combination of smart investing with Selma and independent financial planning with Caveo now!
Do you have any questions?
Make an appointment with Caveo. When planning your finances, Caveo will check whether you are a Selma customer and how much your discount is.
How do I get a refund from Selma?
Is there a minimum investment at Selma?
The Selma Support Crew is always there for you.