Financial Planning for Expats

Whether you have just arrived, have been living in Switzerland for a few years, or are planning your next international move, this session will help you gain clarity and confidence about your finances.

In this online coaching on 16 September at 8pm, independent financial expert Nadine Hunkeler will guide you through the key aspects of financial planning in Switzerland and show you how to make informed decisions that support your personal goals.

What to expect

• Understand the Swiss financial system, including taxes, pensions, and insurance
• Learn how to build wealth through long-term investing
• Make the most of the Swiss 3-pillar pension system
• Identify and address potential pension and protection gaps
• Understand key financial considerations for international professionals and families
• Gain practical insights to strengthen your financial future in Switzerland

Nadine Hunkeler is an independent Certified Financial Planner (CFP®), founder of Finance Phoenix, and has 19 years of experience in the financial industry. She advises both Swiss nationals and expats, helping them gain clarity about their financial situation, understand potential risks, and make informed decisions around wealth building, financial planning, and retirement preparation.

We look forward to seeing you!