Introducing the "Fly Free" Programme
Create your financial master plan & start investing in 12 weeks!
- Learn to structure, manage and grow your money
- Gain the confidence to invest and build long-term financial success
- Get expert guidance tailored to the Swiss financial system
Find out if the Fly Free Programme is the right step for you.
Nadine is trusted by
Does this sound like you?
🫣 You feel insecure with regards to your financial future.
🫣 You feel like investing is too scary.
🫣 You have little to no financial knowledge which makes you feel uneasy taking any action.
🫣 You have no overview of your financial situation, which leaves you feeling overwhelmed.
🫣 You think taking care of your finances is very time-consuming and you don't have time for it in your busy life.
100% free - take the first step towards checking your finances off your to do list forever.
Would you rather ...
- ... feel confident about your money and financial future?
- ... have a good understanding of the options you have in terms of investments?
- ... build your financial knowledge, knowing you'll benefit from it for the rest of your life?
- ... take control of your financial situation, now and in the future?
- ... invest the time into your finances once and benefit forever?
Let me introduce: "Fly Free" Programme
For women based in Switzerland! 🇨🇭
Book a call now - 0% risk. We'll discuss your situation to see if the Fly Free Programme is right for you.
Plan on ticking "Take care of my finances" off your To Do List in 2026?
This programme is specifically tailored to the Swiss market!
Why is that important?
- Because the Swiss 3-pillar social system is unique
- Because our Swiss tax system is different to Germany or the US
- Because the tax and social system influences the way you should invest
Turn your finances from "Nay" to "Yay"!
Programme Overview
Learn investing in only 9 modules over a 12-weeks-programme!
e-learning Modules
9 up-to-date
e-learning Modules
Learn everything you need to know about personal finance in the e-learning modules! From creating a successful money mindset to understanding the Swiss Pension System: You'll get all the basics explained in REAL words that you understand. No technical terms, no fluff.
Expert Coaching
12 weeks of
Expert Coaching
Knowledge is nothing without action. That's why you'll get 12 weeks intensive support from me and the community of like-minded women within the programme.
9x LIVE Group Calls
to discuss your questions and learn from each other in the group
Insurance Check
conducted by a trusted partner
Community of like-minded women
Private
Community of like-minded women
Anything is better together 🤗
It keeps the pace up and your accountability high - and it's more fun. Get to know other women in a similar situation as you, discuss the e-learning modules or find a buddy to track your financial goals with. Let me assure you: Working through your finances together will make for lasting relationships!
Templates and Checklists
Time-saving
Templates and Checklists
Save time and head-ache with useful tools that help you manage your finances.
Every part of the Fly Free Programme is designed to help you master investing, take control of your finances and build long-term wealth with confidence!
Our call is free - what do you have to lose?
The "Fly Free" Programme:
From "I'm overwhelmed when it comes to money" to "Yay! I just did my first investment!"
in 12 weeks!
❌ No Bullshit.
❌ No Gate-Keeping.
🚀 100% Quality.
We'll look at your personal situation and I'll be answering any questions that arise!
★ 5.00 / 5 · 100% recommendation rate · see all reviews on ProvenExpert
No pressure, no sales pitch - just an honest look at where you stand.
What does financial planning entail?
Most financial advice is sliced into silos. A pension fund expert here, an insurance broker there, an investment manager somewhere else.
Nobody looks at the whole picture. We do:
Liquidity
- What does your budget actually look like and where can it be optimised?
- Does your wealth and account structure still make sense?
- What is your savings rate and where is it currently invested?
- How much should you really be saving?
Risk protection
- Which insurance is genuinely necessary and which is not?
- Where can you lose income and where are you underinsured?
- Where can you cut costs without cutting protection?
- What should you check before signing anything?
Retirement provision
- How high is your projected pension from AHV and Pensionskasse?
- What is the gap in case of disability or death?
- Should you make a Pensionskassen-Einkauf?
- 3a, 3b, or both? How and where should you invest your pension money -- savings account or structured fund?
- Early or partial retirement math and trade-offs
- Capital withdrawal vs. lifelong annuity from your pension fund
- Pension architecture for self-employed and freelancers
- How to protect yourself in case of marriage or divorce
Legal protection
- Powers of attorney
- Advance care directive (Patientenverfügung)
- Living will / testament
- Cohabitation agreement (Konkubinatsvertrag)
- Marriage contract
- Inheritance contract
- The legal rules around gifts, inheritance and divorce in Switzerland
Pursue of financial goals
- What are your short-, mid- and long-term financial goals?
- How do you plan on achieving them?
Building wealth
- What investment options exist and which makes sense for you?
- Which provider should you actually use?
- What to watch for when investing yourself
- When and how to rebalance
- Investing in start-ups
- Crypto: yes, how much?
- How to invest a sudden inheritance or large gift without panicking
We'll map out exactly where you stand - completely free of charge.
What you can expect from the "Fly Free" Programme
01
Build unshakeable knowledge
Start by diving into bite-sized, binge-worthy e-learning modules that give you a rock-solid foundation in personal finance.
We cover the what, the why, and - most importantly - the how, so you actually understand your money and feel confident making decisions.
02
Take powerful action!
This is where the magic happens. Together, we'll turn your plan into reality: You'll set up your financial system, start investing, and build habits that last.
No more just thinking about it - you'll be doing it, with expert support and a community cheering you on.
Kickstart your financial knowledge with these 9 e-learning modules
Mindset
We'll dive into 10 different concepts, which will change the way you view money. And: How to set yourself up for monetary success!
Account & Money Flows
You'll learn the essential principles for building and maintaining wealth, incl. the four golden rules for financial success and how to implement a system to simplify your money management.
Planning for retirement
Understand in-depth the 3 pillars of the Swiss Pension System. You'll also assess potential gaps in your coverage for disability, retirement, or death and learn strategies to close them effectively.
Legal "Stuff"
This module covers the essential legal documents you should have, why they are important, and how to set them up. Incl. key preventive measures to take care of your kids financially!
Rules of Investing
You'll learn the foundational principles you need to know when starting to invest. Also: Understand your personal time horizon and how it affects your investment strategy.
Asset Classes
Understand what different asset classes exist, their advantages and disadvantages as well as determining which ones make sense for YOU and why.
ETF explained
Become an expert in ETF's and learn about pro's and con's, how to read an ETF factsheet and know what to look out for when selecting an ETF.
Your Risk Profile
This module will help you understand and fill out your risk profile, which you'll link to your financial goals. Also, you'll learn about asset allocation.
Investment Execution
The crown jewel: Execution! Know exactly how to invest, which provider makes sense for you in Switzerland and buy your first ETF.
Get instant access to all 9 modules the moment you join.
Your instructor & 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.
"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."
Get started on your finances today and get it off your to-do list forever!
Building your financial education is a life-time skill with a HUGE return on investment.
- 12-week programme (9 pre-taped E-learning modules)
- 7 Group calls
- Community to ask questions & network
- 450-page workbook
- Templates to make your life easier
- BONUS: Investment strategy to go
- BONUS: Insurance check
It's time to take your finances into your own hands.
Unsure? I get it!
With my 14-day money back guarantee, you don't have anything to lose and everything to win!
Guaranteed.
Upgrade your financial future within less than 3 months.
This programme is the perfect fit for you, if ...
- ... want to keep things simple and learn only what is most relevant specifically for the Swiss market
- ... are eager to acquire knowledge that will give you a lifelong return on investment!
- ... want to feel a sense of security, knowing that the advice you get is from a real expert in the field.
- ... want the option to be working with me individually to ensure you walk away from this programme having implemented everything you learned!
Your financial education will have a HUGE return on investment.
Here are the A's to your Q's
We start together on a fixed date, have a digital kick-off session to get to know each other, and continue with bi-weekly group calls.
You'll benefit from shared questions, peer insights, and that extra motivation that comes from not doing it alone.
Many participants say the community vibe is one of their favorite parts -- and that it helped them actually stick with it and get results.
That way, you get full flexibility: If you need personalized support on something specific (like reviewing your pension situation, mapping out your investment strategy, or working through money mindset blocks) we can go as deep as you need, just the two of us.
But most women find they get what they need through the group support, tools, and structure inside the programme.
The insurance check is optional. You don't have to get it done. I included it in the program because it makes sense to look into these things while we're organizing and structuring everything.
You won't regret investing into this lifelong skill. Pinky promise!
