A Proven Framework for Building Your Wealth in Switzerland

In 2021, I’ve helped over 35,000 readers learn
the basics of investing. Now it’s your turn.

Finally, a Swiss Personal Finance Course to Show You Exactly How to Build Wealth, Step-by-Step.

Even if… you’ve just arrived in Switzerland and don’t speak German

Even if… you have no knowledge of finance & don’t like budgets

Even if… you think you’ll lose everything in the next stock market crash

Meet Your Instructor: Mr Investing Hero

My First Intro to Swiss Personal Finance Was a Complete Disaster

Like most people, I had to first get integrated – register with the authorities, open bank accounts and submit tax forms.

You know the stuff I’m talking about 🙄

So I jumped onto Google, and browsed the English speaking forums with every question I had:

• • What can I declare on my tax return?
  • What is a pillar 3A and do I need one?
  • How can I start investing in Switzerland?

The list of questions went on and on.. But the answers didn’t really follow.

And then – *you’ve got mail* – a ‘financial advisor’ replied to one of my forum questions.

He was keen to take the discussion offline, and quickly came round to sit with me in person. All free of charge 🤔

He laid out the importance of starting a private pension immediately and making sure it was insured for extra security.

I had no idea at the time, but naively following this advice and signing the pension contract was a huge mistake.

Turns out after a lot of digging (with no help from the financial advisor) 20% of my annual pension contributions went toward this ‘death and disability’ insurance, which amounted to over 850 CHF per year bound into a 35 year contract. Not good.

I was also indirectly generating the financial advisor huge commissions (which is why the face-to-face meetings were free) and clearly my interests hadn’t been put first.

Maybe you can relate to the story above. Ripping up that contract was the turning point in taking ownership of my finances.

Here’s What Happened Next:

After parting ways with the financial advisor, I took it on myself to learn all the details around personal finance, investing and retirement options in Switzerland.

I read and researched this stuff for years, slowly testing new things, investing money and growing my knowledge and contacts on the topic of personal finance.

From optimizing tax, to buying a house, creating an investment portfolio and funding a pension – step-by-step I worked through what needed to be done.

With my finances finally in order, my savings rates increased year after year, and my investing portfolio started to grow. I say this not to brag –  but things started to work. Fast forward to today, and I’m on track to become financially independent in my forties, in Switzerland.

And yet 10years later, for newcomers in Switzerland this information is limited to those ‘in the know’ to pick through blogs and can translate German.

That’s When I Thought:
“My Knowledge Can Help Other’s Too”

And this little ‘Investing Hero’ blog was born.

The goal of the blog was to review trusted investment platforms and pension providers in Switzerland, so you avoid making the same mistakes I’ve made in the past.

It’s rewarding to know I’m helping others make better decisions, and save thousands of CHF in the process.

However, it’s easy be overwhelmed with a bunch of blog posts talking about pensions, when you haven’t covered the basics, and lack a clear financial plan with achievable next steps to put you in control of your future.

Which is what I’m planning to solve next.

Introducing:
The Investing Hero Personal Finance Course

By partnering up with industry experts, I’ll be launching a practical ‘hands on’ personal finance course for people living in Switzerland 🤠

Whatever your circumstances and background, the course will use a step-by-step formula to create a realistic financial plan (e.g. use this bank account, invest here and not there, watch out for this etc etc) to put you in control, and set you on the path to becoming financially independent in Switzerland.

The best thing? The course isn’t generic, and is designed specifically for people like you, living in Switzerland.

Here’s a taster of what you’ll get:

🔓 Lifetime Access

You get access to the course for life, login anytime.

👨‍🎓 Proven Training

A proven system that works regardless of your financial knowledge or stage in life.

⏰ At Your Own Pace

No need to rush through it. You can take the course on your own schedule.

🧭 Step-by-Step Plan

Get clarity and perspective on where you are on the map, and where you are heading.

🎁 Bonus Material

Learn how to master your budget, listen to our network of experts and download supporting materials and more.