Live workshop (CHF 0.-) for professionals in Switzerland ready to create their financial masterplan!
The Wealth Strategy Workshop for Professionals in Switzerland
You work hard. You earn well. But do you have a clear strategy for your wealth?
Most professionals focus on income, but never build a structured plan for their financial future.
In this live workshop you'll learn:
- How to assess your current financial position
- Where hidden risks and gaps may exist (talking disability, accidents, pension gaps...)
- The key principles behind successful long-term investing
- How to build a clear wealth strategy aligned with your goals!
Live workshop (CHF 0.-) for professionals in Switzerland ready to create their financial masterplan!
The Wealth Strategy Workshop for Professionals in Switzerland
You work hard. You earn well. But do you have a clear strategy for your wealth?
Most professionals focus on income, but never build a structured plan for their financial future.
In this live workshop you'll learn:
- How to assess your current financial position
- Where hidden risks and gaps may exist (talking disability, accidents, pension gaps...)
- The key principles behind successful long-term investing
- How to build a clear wealth strategy aligned with your goals!
Nadine is trusted by
Nadine is trusted by
Ever felt like ...
... you earn well, but don’t have a clear wealth strategy?
You have savings. Maybe even investments. But no clear structure tying it all together - and no certainty you’re doing the right things in the right order.
... you know you “should be investing more”, but don’t know what’s optimal?
You’re aware your money could work harder for you. But questions around timing, allocation, and the right approach keep you from acting with confidence.
... you want clarity and control over your finances, not just blind guesswork?
You don’t want to rely on banks, generic advice, or assumptions. You want a clear, structured strategy that gives you confidence in your financial future.
If any of this sounds familiar, this workshop will help you understand exactly where you stand today - and how to move forward strategically.
Ever felt like ...
... you earn well, but don’t have a clear wealth strategy?
You have savings. Maybe even investments. But no clear structure tying it all together - and no certainty you’re doing the right things in the right order.
... you know you “should be investing more”, but don’t know what’s optimal?
You’re aware your money could work harder for you. But questions around timing, allocation, and the right approach keep you from acting with confidence.
... you want clarity and control over your finances, not just blind guesswork?
You don’t want to rely on banks, generic advice, or assumptions. You want a clear, structured strategy that gives you confidence in your financial future.
If any of this sounds familiar, this workshop will help you understand exactly where you stand today - and how to move forward strategically.
This is what we are going to tackle in the workshop:
This is what we are going to tackle in the workshop:
01
Gain complete clarity on your financial position
Understand exactly where you stand today - across your savings, pension, investments, insurances and future retirement outlook.
Identify potential gaps, blind spots, and opportunities you may not be aware of.
01
Gain complete clarity on your financial position
Understand exactly where you stand today - across your savings, pension, investments, insurances and future retirement outlook.
Identify potential gaps, blind spots, and opportunities you may not be aware of.
01
THE BIGGEST RISKS WOMEN FACE RIGHT NOW
Women on average earn less than men and take more unpaid leaves due to child or elderly care. The result: They receive 30% less pensions and are more likely to end up in old-age poverty.
We can't change the facts, but you can change your fate by learning about the gaps and how to close them. Right here in this online workshop.
02
Learn the principles behind a strong wealth strategy
Discover the key principles used to build wealth strategically - including how to structure your finances, avoid common mistakes, and invest in a way that aligns with your goals and time horizon.
02
Learn the principles behind a strong wealth strategy
Discover the key principles used to build wealth strategically - including how to structure your finances, avoid common mistakes, and invest in a way that aligns with your goals and time horizon.
03
Build a clear roadmap for your next steps
Walk away with a clear understanding of what to prioritize and optimize across your investments, pension planning, and insurance structure - so your entire financial strategy works together to support your long-term goals.
03
4 STEPS ON HOW TO ACTUALLY GET STARTED
Knowledge is great. But it's nothing without action.
That's why my online workshops shows you 4 very easy and doable steps that you can take TODAY to get started on your journey to long-term wealth and a comfortable retirement.
03
Build a clear roadmap for your next steps
Walk away with a clear understanding of what to prioritize and optimize across your investments, pension planning, and insurance structure - so your entire financial strategy works together to support your long-term goals.
And because we all love FREE gifts ...
And because we all love FREE gifts ...
BONUS #1
Your pre-workshop workbook
You will receive a guided workbook before the workshop to help you prepare.
It helps you reflect on your status quo, organize your thoughts, and get clear on what you want to work on, so you show up focused, not overwhelmed.
BONUS #2
Recording of the live online workshop
Life gets busy. I get it.
If you missed the live workshop or couldn't attend for the whole event - you'll get 48h access to the recording so you don't miss these nuggets of wisdom!
Your host & financial planner: Nadine Hunkeler, CFP®
With over 16 years of experience in financial services, banking, and entrepreneurship, I bring in-depth knowledge of the finance industry and a passion for helping others achieve financial freedom.
I founded Finance Phoenix, a financial education platform designed to simplify complex financial concepts and empower you to take actionable steps toward building wealth and securing your future.
As one of only 5 female, independent Certified Financial Planners (CFP®) in Switzerland (whoop!), I’ve witnessed first-hand the financial challenges many face - and I’m here to change that.
Your host & financial planner:
Nadine Hunkeler, CFP®
With over 16 years of experience in financial services, banking, and entrepreneurship, I bring in-depth knowledge of the finance industry and a passion for helping others achieve financial freedom.
I founded Finance Phoenix, a financial education platform designed to simplify complex financial concepts and empower you to take actionable steps toward building wealth and securing your future.
As one of only 5 female, independent Certified Financial Planners (CFP®) in Switzerland (whoop!), I’ve witnessed first-hand the financial challenges many face—and I’m here to change that.
Your income has created opportunities.
Now it’s time to turn it into a strategy.
Because the real return doesn’t come from earning more, but from managing what you earn intentionally.