Watch it before the training expires
Watch it before the training expires
5 Simple Steps to Start Investing in Switzerland, Retire Early and Live Free
(Watch until the end to receive the 5 steps investment blueprint by email)
Read this after watching the free investment training
Need help building a confident investment portfolio—without the overwhelm—in just 30 days?
Join 250+ VISION Academy students and alumni who’ve followed our proven step-by-step system, designed to help you set clear goals, explore the right investment options, create a personalized strategy, and confidently take action in a tax- and fee-efficient way.
This VISION Investment system has helped beginners with NO finance background & NO prior experience build confident investment portfolios from scratch.
You will be the next one!
Yasmina Guissouma Project Manager at Julius Baer, Zurich
Before joining the course, I felt completely lost when it came to investing, it all seemed too complex and out of reach. After seeing that some of my friends had already joined, I decided to take the same step. Even though I haven’t finished the course yet, I already feel like I can finally take action on something that once felt overwhelming.
I also had the chance to meet Charlène in person for a 1:1 session. She was so kind, encouraging, and truly took the time to understand my situation and offer thoughtful guidance.
Thanks to her support and the course’s structure (smooth, clear, and easy to follow, with great UX) I no longer feel alone in this journey. I also love that our personal cases can be anonymously presented during the monthly group calls to get tailored feedback and advice. It’s such a great way to learn and grow within the community!
Maurice Codourey Global head of human factors at Schindler Group
Charlene is my first contact in the financial sector who truly convinced me of her investment strategy. She guides me through the V.I.S.I.O.N. Academy course in a highly professional, unobtrusive, and friendly manner.
As a senior expert, I always felt it was too late to build a strategy for the final phase of my working life. Thanks to Charlene, I now have a clear head and am actively shaping my retirement and future activities. A big thank you for all the clear, well-structured, and unbiased information on investing, strategy selection, and portfolio thinking. Quite simply, money-tastic for me.
Dr. Milena Čukić Neuroscientist and Lecturer at ZHAW University
I was raised in Yugoslavia which was back then communistic society. We were never taught how to handle money, as we had everything covered from medical insurance to school to other costs, it was far different system than what we are living in today. Money or politics were simply discarded as something not that important.
Later, after two wars I survived, I learned how to live in unprecedented hyper-inflation (even 1000%), everything you have or earn can disappear in an instant. I’ve got an excellent high education with two doctorates and several specializations, as an experienced Digital health expert, and university lecturer, but I realized that I am lacking knowledge on how to handle my money.
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In such a chaotic world, how can we preserve what we earned by hard work? Should we just watch how inflation is eating what we saved? I met Charlene via mutual friend on LinkedIn and copied her method on how to learn German as an expat; that was an important milestone, as this is my eighth country during my career. Later I embarked on her VISION course to learn how I can preserve and grow what I already have, as there are so many misconceptions and myths, so the finances look like very complicated matter.
As with so many other things in life, the best approach is to learn what you do not know from someone else’s experience and success, I learned with Charlene how to become confident in this important field, too.
Charlene is so kind person and fun to work with, I am happy that I met her and learned her method of investing. I know that holding regrets is not a good thing, but the only regret I have now is that I am sorry I did not learn it earlier. I can highly recommend what Charlene does!
Christian Müller CEO of Fusion Highlights GmbH
Charlene’s VISION Investment Course is an amazing opportunity, especially for German expat or digital nomad like me , to start building real financial security for the future.
What I loved is how she combines clear theory with practical tools you can actually use in daily life. The course gives you a wide range of insights, all explained in a very approachable way.
Even with an international setup, it helped me understand the financial markets in just a short time. Honestly, it’s one of the most valuable coaching programs I’ve come across — super informative without feeling overwhelming!
Big thanks to Charlene for her incredible work and passion!
Sarah Cook Chartered public accountant, Yoga coach, Bermuda
VISION academy was the missing piece in my financial journey… I transitioned from a corporate life as an accountant to being self employed as a life and money coach, and now a yoga teacher…… but VISION made me see that my money wasn’t working for me. There was no strategy with my investment holdings, which VISION helped me move towards…. now on a path to financial freedom.
Working through the VISION Academy and “Module 3: Strategy – Craft your own blueprint” helped me work on the right strategy for me, making my money worker harder for me, and showed me that I no longer needed to pay managed funds broker fees.
I had made several attempts over the years to work with brokers, ending up with several different portfolios, believing I didn’t have the “expertise” to do this my self, but Charlene showed me that we do know enough, and the VISION Academy showed me the way. I’m on the path of “simplifying to amplify” … a path to financial freedom.
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The information provided in this course and on this website is for educational purposes only and does not constitute financial, investment, tax, or legal advice. FinFit GmbH is an independent education platform based in Switzerland and is not affiliated with any financial institutions or investment products. While every effort is made to ensure accuracy, investing involves risk and the value of investments can go up or down. You are solely responsible for your own investment decisions. For personalized advice specific to your situation, please consult with a licensed financial advisor or tax professional in your jurisdiction.