The course teaches a philosophy and an approach to steady passive investment for the long term. The basic principles of the investment options available, the role of the banks, indices and financial instruments are explained in plain words that everyone can understand, whatever their background. Soon after the first few modules, the details of all the platforms and how to go about it in practice are introduced with concrete examples, further reinforcing the overarching principles. Within 8 months I managed to abandon my high fee investments and find the solution fitting my situation. Regular catch-ups and Q&A opportunities provide further reinforcement of the principles taught in the course. I highly recommend this course, wherever one is in the path towards financial independence. In particular the module for US Expats was very enlightening and informative. I want to thank Aysha and Fanny for their patience and constant efforts to provide up to date information.
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Aysha van de Paer provides investment & financial education for high-earning expats living in Switzerland, helping them grow a 7-figure portfolio and optimize their cross-border tax & pension planning.