This offer is if you would like to pay in 6 instalments/months at 789.- 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
- 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.
- Private Meetings/Calls (worth 1’000.-) Discuss analysis and help pull together a personal financial and investment plan.
- 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.
- 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
The programme with all its bonuses comes at a CHF 5’000.- if you would like to pay over 6 months CHF 789.- per month or 10% discount if you pay upfront, thus CHF 4’500.-