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Switzerland
Book now your free initial consultation to to find out if financial coaching is right for you!
Update: As 1:1 coaching sessions are usually very repetitive in terms of content, I no longer offer this. Group coaching sessions are much more efficient and therefore much cheaper!
So secure your participation in the FinanzFahrplan now!
Money Mindset
1
A concrete strategy for your wealth accumulation in Switzerland
2
An assessment of your current financial situation
3
As much personal support with the implementation as you need
4
Important tips for a calm and successful handling of money
Eric founded the independent platform for financial knowledge in Switzerland in 2019.
The motivation at that time was the lack of information on financial knowledge for Swiss.
You have probably already experienced that in the financial world, unfortunately, complicated technical terms are often deliberately used and intransparency prevails. At Schwiizerfranke, however, financial knowledge is conveyed in a simple, understandable and practical manner.
Financial coaching gives you access to quality financial knowledge in a short amount of time. So a way to save you countless books, posts and videos and get into action quickly. What's special about financial coaching? It pays off.
A Discussion of your initial situation. First, we look at your financial situation to know where you currently stand.
Optional we can use your previous Investments and Assets in advance analyze. This is done on request and is purely optional.
Afterwards we will discuss what your financial goals are. Buy a home? Reduce debt? Retire early? Or passive income, for example?
Together we develop a plan, how to achieve your financial goals. A concrete investment strategy will help you with the implementation.
If, during the subsequent Implementation questions arise or you otherwise Support there will be time for this in a debriefing session.
There is explicitly no investment advice in our financial coaching. This is a great advantage for you - because only this way real independence in coaching is guaranteed.
Unfortunately, many people are not aware of this. They think that a conversation with an investment advisor at the bank is comparable. But the bank advisor is, strictly speaking, a salesperson for a single "brand", as he or she would never recommend products from the competition.
By the way, even a Swiss financial advisor is not always independent, because they often receive closing commissions.
In our financial coaching Switzerland there is therefore no investment recommendation. Rather, you will be coached so well that you can make your own financial decisions. This investment will pay off for you, because you will become independent.
In Switzerland, we have some special features. I am not talking about the unique nature or direct democracy.
Our financial world is very different from the circumstances in our neighboring countries. If you are looking for a financial coach, he should therefore know the circumstances in Switzerland very well.
After all, you want to take advantage of tax benefits that are only available in Switzerland. Or use our unique 3-pillar pension system optimally for you. Be it for your own pension and tax optimization, or for the purchase of your own home or the establishment of your own business.
Start now
To help you find the right financial coaching, there are regular free webinars on Finanzuni.ch.
You are welcome to take a look at these and then decide whether you would like to take part in the group financial coaching.