Here is the secret to building wealth: spend less than you earn and invest the difference wisely. OK, maybe that’s not a secret after all. The tricky part is how to do that. And we teach the “how” in our seminars and even in our free blog articles. So we sincerely believe that you do not need a 1-on-1 session to learn how to plan your investments. But we’re happy to help if you decide otherwise. Here are a few examples of the things we could discuss:
You are probably spending more that you have to on things you don’t want to spend money on. Like rent, insurance or taxes. We will help you squeeze as many francs as we can.
We all have mid to long term goals, such as a new car or a fancy vacation. We will help you define these goals and plan for them.
Buying a primary residence is often the biggest purchase we make in our lives. Is it worth it though? We can help you model the different costs related to being a home owner in Switzerland.
We would rather have fewer clients for whom we work very hard and deliver massive value than have hundreds of them, treat them like numbers on a spreadsheet and give them generic advices. So if you would like to have us, and if we think we can support you, you can expect us to go above and beyond to statisfy your needs and answer your questions.
How does it work?
1) You send us a description of your issue.
Frequently Asked Questions
What to expect from a 1-on-1 session?
A 1-on-1 session is a discussion centered on you, your needs and your issues. It can go wherever you want to go.
What are your credentials?
None whatsoever. I don’t have a degree nor any kind of certification regarding personal finance and investment. I can only share what has worked for me and dozens of people I’ve taught.
Why should I trust you?
You shouldn’t. Check our free material and try it for yourself. If it works, consider giving us a shot. If it doesn’t, well… let us know!
Are you affiliated to financial service providers?
No, we are not affiliated to anyone, not even Amazon. Independence is the core of our values so we don’t want to rely on the sponsoring of banks, brokers, or any other financial service providers.
How much will it cost?
That obviously depends on the issue and how much preparation work is required. But you should assume that it will be very expensive. More expensive than you feel comfortable with. To be completely honest, it’s probably going to cost you more than you ever paid for a service before.
Do you provide financial advice?
No, we do not. We can’t and we won’t tell you what to do with your money. We’re neither qualified nor allowed. But what we can do is give you the tools to make your own decisions.
Tell us how we can help…
(asking is always free)