415.00 CHF

12 monthly payments

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Fly Free Programme: 12 instalments at 415.-

This offer is if you would like to pay in 12 instalments/months at 415.- each.

Programme includes....

“Fly-Free” Financial Master Plan Programme

Course (worth 3’500.-) 9 pre-taped modules covering mindset, budgeting & money flows, preventions (Swiss 3 pillar system), legal topics (inheritance law and wills, etc.), investment classes, investment allocations, risk management, and more. It comes with bi-weekly group dial-in calls, 200-page workbook and calculation templates.

 Bonuses

  1. Insurance Check (worth 500.-) All other insurances (non-life insurances) full check – we check if you’re missing anything or if you’re overinsured. This service is provided in collaboration with a business partner.
  2. Private Meetings/Calls (worth 1’000.-) Discuss analysis and help pull together a personal financial and investment plan.
  3. Your personal prevention analysis (worth 1’500.- to 3’500.-) All cases will be analyzed, and gaps established: disability (accident & sickness), death (accident & sickness), and retirement pensions. We’ll see where you have gaps and determine a strategy for how to close them.
  4. Personalized investment strategy (worth 2’000.-) Personalized to your needs and situation incl. allocations and actual products ISINs and assistance in the selection of broker (DIY) or robo. Goal is that you will have invested your money and you’ll know why you have the allocation of your risks.

Pricing

Upfront payment: 1x CHF 4’500.-

Monthly over 6mt x 789.-/mt

Monthly over 12mt x 415.-/mt

 

 

What People Are Saying:

In Nadine, I have found a highly competent finance planner. She took the time to understand my personal situation, provided valuable clarifications - including for my foreign investments - and explained everything in a way that was easy to grasp. A big thank you! :)

Stefania Ursino

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

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