Having joined in mid-2023, I have thoroughly enjoyed my ongoing learnings with Aysha and Fanny - with it's easy to follow structure, valuable Q&A's and the interesting & fun personal meet ups. Having been invested with an expensive bank, I made the move to leave, not fully selling out, but transferring some positions, and am now happy with significantly lower costs. I have not been able to implement my full strategy pending our house rebuild within the next 2 years and needing a certain safe cash haven, but I am still working toward a simplified financial portfolio. Happily, I finally cancelled my insurance Säule III and moved to VIAC and will continue adding annual contributions here. As well, I completed the Real Estate course which was insightful even though I am not investing in property per se, but rather as an owner/occupier. The tax challenge is helpful and motivating. Overall, this course is a must for anyone looking to take control of their financial future in a simple way, it provides immense value and I can highly recommend it - I wish it existed in my younger years, as I would have done things so much differently and with greater confidence!
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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.
