For anyone regardless of experience, age or location. My financial coaching works for you if

1. You feel unsure or overwhelmed when it comes to financial issues
2. You’d like to understand the investments which you have
3. You already have investments and want to know if they are still up to date
4. Or you want to start investing from scratch
5. You would like to save regularly with savings plans which invest in ETF’s just don’t know where to start

No matter where you are, it’s never too late to take care of your finances.

More experienced investors can also use my services to get feedback on their own investment ideas. I also regularly give my opinion on my customers portfolios or special holdings.

My service is not suitable if you are intending to work as a short term trader rather than an investor.

As much or as little time as you want, it’s entirely up to you.

Actual cost for my independent and personal service

Regardless of the amount you invest, my fee is:

CHF 200 per hour which I spend with you face to face, on online or telephone calls, or preparing research or documentation for you.
(approx. USD 250 | CAD 350 | GBP 185 | EUR 215, depending on the exchange rate)

Regardless of the amount you invest, my fee is the same as I am charging by the hour. My time can be used face to face, online, or as research time when I prepare tailor made suggestions for you. This would be discussed during the initial call for you to be aware of the costs.

It doesn’t matter if you want to learn, ask questions or do paper trading in a dummy portfolio. Or if you want to invest money you are expecting or you have put aside already. If you have 500, 500.000 or 5 Mio, my hourly rate stays the same.

Do you feel overwhelmed by financial issues and want clear, understandable guidance?

Then let’s look together at these questions for you

• which financial products and investments you already have
• whether these are appropriate for your current life situation
• which types of investment could be suitable for you if you don’t yet have any investments
• whether your existing portfolio is still up to date and well positioned

I do not work for any financial institution and do not sell any products. My independence means for you: 100% independence and suggestions that serve only your interests.

My clients save valuable time and can concentrate on other priorities. After all, not everyone can be an expert in everything – just as you go to driving school to learn how to drive a car, „investor school“ is the right way to learn more about investments and feel more confident in this area. I help you acquire the necessary knowledge so that you can make safe and confident decisions. This not only gives you clarity about your portfolio, but also the knowledge to manage your investments independently in the future – or, if you wish, to book a few more lessons with me to become even more confident.

It’s never too late to start

No matter how old you are, financial education and investing are possible at any time.
Because doing nothing is often the most expensive decision: while your account balance remains the same, your money steadily loses purchasing power due to inflation.

I can show you how to invest your money tailored to you and your experience.

For me, coaching means:

• I provide you with the necessary knowledge so that you can make your own decisions
• We discuss opportunities, risks and interrelationships in a clear manner
• You decide how intensively and for how long I accompany you. One conversation might already be enough.

I generally recommend an annual review of your investments so that you react flexibly to changes.