Financial planning for women living in Switzerland
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Manage and grow your money!
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âď¸ Take control of your financial situation - despite your busy schedule
âď¸Â Understand how investing really works - without all the technical jargon
âď¸Â Set yourself up for a comfy retirement - personalized to your situation
Join free workshop!
Financial planning for women living in Switzerland
Manage and
grow your money
Trusted by and seen in
Trusted by and seen in
Do any of these sound familiar?
- Youâve always felt like finance just âisnât your thing,â and yet deep down, you know itâs time to stop stressing and take ownership of your money.
- You have savings, received an inheritance or have investments, BUT youâre unsure if theyâre working for you â and the thought of sorting it all out feels overwhelming.
- Youâve been second-guessing yourself when it comes to money, either relying on a partner or an advisor âand you are finally ready to feel more empowered and in control.
- Youâre earning good money but arenât confident about the bigger picture: long-term planning, making smart tax moves, or how to turn income into a good retirement or maybe even real financial freedom.
Do any of these sound familiar?
- Youâve always felt like finance just âisnât your thing,â and yet deep down, you know itâs time to stop stressing and take ownership of your money.
- You have savings, received an inheritance or have investments, BUT youâre unsure if theyâre working for you â and the thought of sorting it all out feels overwhelming.
- Youâve been second-guessing yourself when it comes to money, either relying on a partner or an advisor âand you are finally ready to feel more empowered and in control.
- Youâre earning good money but arenât confident about the bigger picture: long-term planning, making smart tax moves, or how to turn income into a good retirement or maybe even real financial freedom.
My offer for women living in Switzerland
With my help, you will learn how to invest properly to create future wealth.
But more importantly, we will co-create a financial plan customized to your current situation. You'll be set up correctly for any situation, including retirement.
My approach
My âFly Free Programmeâ is built to achieve financial clarity:
1. Knowledge:Â Learn at your own pace with e-learning modules.
2. Personalization: Together, weâll create a personalized financial plan that fits your goals and provides you with the confidence to act (now and long-term) - this is a life skill youâre building.
3. Action: 1:1 sessions allow you to execute the financial plan we co-created.
My clients
My services are aimed exclusively at women in Switzerland:
- Expats
- Couples & parents
- Self-employed & entrepreneurs
- Divorced women
- Heiresses
My specialization
With 16+ years of experience in financial industry and as a FINMA accredited Investment Advisor and Certified Financial Planner (CFPÂŽ), I support my clients with:
- Money Management & Mindset
- Planning for Retirement Insurance
- Investments & Tax Optimisation
My offer for women living in Switzerland
With my help, you will learn how to invest properly to create future wealth.
But more importantly, we will co-create a financial plan customized to your current situation. You'll be set up correctly for any situation, including retirement.
My approach
My âFly Free Programmeâ is built to achieve financial clarity:
1. Knowledge:Â Learn at your own pace with e-learning modules.
2. Personalization: Together, weâll create a personalized financial plan that fits your goals and provides you with the confidence to act (now and long-term) - this is a life skill youâre building.
3. Action: 1:1 sessions allow you to execute the financial plan we co-created.
My clients
My services are aimed exclusively at women in Switzerland:
- Expats
- Couples & parents
- Self-employed & entrepreneurs
- Divorced women
- Heiresses
My specialization
With 16+ years of experience in financial industry and as a FINMA accredited Investment Advisor and Certified Financial Planner (CFPÂŽ), I support my clients with:
- Money Management & Mindset
- Planning for Retirement Insurance
- Investments & Tax Optimisation
You need to take matters into your own hands - now.
The hard truth is: No one is looking out for you financially. Luckily, getting you started is as easy as 1, 2, 3.
Step 1: Getting started
Take my free online workshop
âď¸ How to succeed within the Swiss 3-pillar system
âď¸ How to invest by applying the 4 rules of investing
âď¸Â How to win the money game
Step 2: Book a call
Are we a match?
Step 3: Take action
Start investing today. Join my 'Fly Free' Program.
âď¸Â Learn to structure, manage and grow your money
âď¸Â Gain the confidence to invest and build long-term financial success
âď¸Â Get expert guidance tailored to the Swiss financial system
In my 12-week program designed for women based in Switzerland.
You need to take matters into your own hands - now.
The hard truth is: No one is looking out for you financially. Luckily, getting you started is as easy as 1, 2, 3.
Step 1:Â Getting started
Take my free online workshop
âď¸Â How to succeed within the Swiss 3-pillar system
âď¸Â How to invest by applying the 4 rules of investing
âď¸Â How to win the money gameÂ
Step 2:Â Book a call
Are we a match?
Step 3:Â Take action
Start investing today. Join my 'Fly Free' Program.
âď¸Â  Learn to structure, manage and grow your money
âď¸Â Gain the confidence to invest and build long-term financial success
âď¸Â Get expert guidance tailored to the Swiss financial system
In my 12-week program designed for women based in Switzerland.
Â
Hi, I'm Nadine Hunkeler.
Certified Financial Planner (CFPŽ), +16 years of experience in the finance industry, mate lover and cat mom!
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 (CFPÂŽ) in Switzerland (whoop!), Iâve witnessed first-hand the financial challenges many faceâand Iâm here to change that.
Let's get started!
Join free workshop!
Hi, I'm Nadine Hunkeler.
Certified Financial Planner (CFPŽ), +16 years of experience in the finance industry, mate lover and cat mom!
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 (CFPÂŽ) in Switzerland (whoop!), Iâve witnessed first-hand the financial challenges many faceâand Iâm here to change that.
Let's get started!
Join free workshop!Happy clients
In Nadine, I have found a highly competent financial planner. She took the time to understand my personal situation, provided valuable clarificationsâincluding for my foreign investmentsâand explained everything in a way that was easy to grasp.
A big thank you! đ
Stefania Ursino
Happy clients
I participated in Nadine's Fly Free Programme and subsequently worked with her on achieving my personal goals in terms of retirement planning and investing, something that I had been putting off for way too long. During our sessions, she not only provided valuable insights but also took the time to ensure I fully understood the reasoning behind each recommendation.
Nadine genuinely cares about her clients' best interests and goes the extra mile to find tailored solutions that fit individual needs. I highly recommend her to anyone looking to optimize their finances.
Nicole Perreten
Happy clients
In Nadine, I have found a highly competent finance expert. She took the time to understand my personal situation, provided valuable clarificationsâincluding for my foreign investmentsâand explained everything in a way that was easy to grasp.
A big thank you! đ
Stefania Ursino
Happy clients
I participated in Nadine's Fly Free Programme and subsequently worked with her on achieving my personal goals in terms of retirement planning and investing, something that I had been putting off for way too long. During our sessions, she not only provided valuable insights but also took the time to ensure I fully understood the reasoning behind each recommendation.
Nadine genuinely cares about her clients' best interests and goes the extra mile to find tailored solutions that fit individual needs.
Nicole Perreten
One click closer towards financial success.
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The blog:
Financial topics broken down fast and simple
The blog:
Financial topics broken down fast and simple
