Expats in Switzerland: 5 Simple Steps to Invest Smarter — Not Harder (Even for Total Beginners)

Programme

Build Wealth and Retire Early with Confidence: A No-Fluff Guide to Investing, Tax, and Pension Success

If you’re an expat living in Switzerland, you might be earning a solid income… but when it comes to Swiss taxes, pensions or cross-border investing, it all still feels overwhelming.

In this free live session, you’ll learn the exact money moves we recommend for expats in Switzerland, whether you’ve just moved here or lived here for a while and want to make sure your finances are set up smartly.

You'll also learn how you can build a 7-figure portfolio by investing consistently over time, while working a full-time job and living across different countries. This webinar is all about practical, beginner-friendly strategies that don’t require you to be a finance expert.

What You’ll Learn:

1. The 3 Essential Money Moves Every Expat in Switzerland Must Make in Year One

2. The Swiss Pension System, Finally Demystified

3. The Top 3 Mistakes Expats Make When Managing Money Across Borders

4. How to Build a tax efficient investment portfolio as an Expat in Switzerland

About the Speaker

As an independent investment coach, Charlene Cong is a Chartered Financial Analyst (CFA), former J.P. Morgan professional, and the founder of FinFit GmbH and VISION Investment Academy.

With over 10 years of experience in banking and investing across Asia and Europe, she now helps international professionals in Switzerland achieve financial independence through finance and investment education.