Below are real stories from students who made the decision to invest in themselves, and are now on their way to building long-term wealth with clarity and confidence.
Before taking the VISION Academy, I wondered, “Can I really invest freely like Charlene?”
After completing the course, I opened my account and started investing a portion of my income every month.
Now I’m so confident to manage my finances and grow my wealth.
For beginner investors, this course is the perfect way to get started. It provides clear guidance and practical steps to take action. I highly recommend this course to anyone looking to build a strong financial foundation!
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!
If you don’t start now, when will you? That’s what finally pushed me to join VISION.
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!
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.
If you don’t start now, when will you? That’s what finally pushed me to join VISION.
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.
As a Singaporean living overseas in Switzerland, I used to feel completely LOST when it came to investing, it felt like something out of reach for someone like myself who had never studied anything related to finance. I had a lot of doubts and little confidence in my ability to build an investment portfolio. Enrolling in the V.I.S.I.O.N. Academy has truly been one of the best investments I’ve made in myself and my financial literacy journey.
Charlene has created a course that is not only easy to understand but also incredibly empowering for beginners. She manages to break down basic financial principles in a way that feels approachable and practical.
I was able to complete the 6 modules within a month flexibly, and was able to finally understand the basics of investing in a clear and digestible way. The monthly group Q&A sessions were incredibly valuable to me—students get to ask questions directly in a safe and supportive environment and learn from others in similar situations.
Charlene also shares her personal investment strategies and top stock positions transparently, which made things feel real and relatable—not just theory. On top of that, I appreciate having the lifetime access to future updates, practical templates, and investment cheat sheets have made me feel supported long-term.
If you’re an expat in Switzerland who feels unsure about money and investing, I can’t recommend the VISION Investment Academy enough!
If you don’t start now, when will you? That’s what finally pushed me to join VISION.
Before the course, my understanding of investing was limited. I had a vague idea of stocks, bonds, and mutual funds, but the complexities of the financial markets felt overwhelming. I lacked confidence in my ability to make informed decisions and often hesitated to take the first step toward building a solid investment strategy.
Charlene’s VISION Investment Course supported me right from the beginning. The simplified lessons made investing feel much more approachable. Her ability to explain key fundamentals—such as risk management, asset allocation, and market analysis—in a clear and engaging way gave me the confidence to get started.
One of the most valuable aspects of the course was the emphasis on understanding the “why” behind investing. I also appreciated the practical, real-world examples Charlene shared throughout the course. They made the material relatable and helped me apply what I was learning to my own financial situation.
Charlene’s passion for teaching and dedication to empowering others truly shines through in this course. She has not only expanded my knowledge but also inspired me to take control of my financial future. For that, I’m deeply grateful.
Charlene’s practical, hands-on VISION Invesment Course broke down complex investing concepts into really simple, actionable steps. It demystified jargon, making them so easy to understand in such a short period.
She provided real-world examples, tools, and templates, guiding us from setting financial goals to building a portfolio. By the end, I felt sooooo confident to start investing on my own. If you’ve ever felt intimidated by investing, this course is a must. Thank you Charlene!
I earned back the VISION course tuition fee by the third week of starting to invest..
With a refugee background and as someone who didn’t even finish primary school, I never thought I’d understand investing. – I thought it was only for smart, rich and highly educated people.
But with VISION Course, I learned that anyone can do it. I started with just 500 CHF, and now I’m watching my money grow in a way I never thought possible. For the first time, I feel confident managing my own financial future. Thank you Charlene and the team!
Our generaton was never taught how to make money work for us. All we learned from school and society was: work hard, hustle, repeat. I don’t want my son to grow up with the same limitations.
VISION Academy was a game-changer for me. Charlene’s unique way of explaining financial concepts brought me a sense of security when it came to investing.
It gave me the confidence to just go for it instead of leaving my money on the bank account where it lost more and more its value.
Now I am calm and relaxed, working on my own financial freedom which gives me peace of mind.
If you’re afraid of investing or struggling to get started or if you want to build a life free from financial pressure, Charlene and the VISION Academy can definitely help. If you’re watching your money lose value but haven’t found the right investment strategy yet, now is really the time to take action. You’ll not regret it!
Investing used to feel scary. Now it’s part of my monthly routine.
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.
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!
Charlene’s course was a game-changer for me. She is incredibly generous with her knowledge and truly walks her talk. I could feel her genuine intention to empower others—there’s no hidden agenda, just pure, valuable information shared with so much integrity.
The course helped me deepen my existing knowledge of investing and gave me practical, actionable steps that I’ve already started applying. I now feel more empowered than ever to keep building my own portfolio. What made the experience even more powerful were the monthly Q&A sessions—being able to ask questions and get support in real-time as I take steps forward has been incredibly helpful.
It’s also inspired me to share this wisdom with others and weave some of it into my own coaching. Thank you, Charlene, for such an impactful experience!
The VISION Investment Academy delivered exactly what I needed: a comprehensive deep dive into core financial investment fundamentals and the best strategies for designing an optimal investment plan.
What made it so valuable were the monthly Q&A sessions and case studies, which provided practical, real-world insights.
This course has given me the confidence I was looking for to take control of my investment strategy.
“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her great communication ability and understanding of finance.”
“Charlene deeply cares about spreading financial literacy through her personal journey. Hers is a positive and authentic message, and we all have something to learn through her.”
“As a qualified CFA Charter Holder with a deep understanding of investments and finance, Charlene is an extremely competent individual with an outstanding personality.”
Remember, the best time to start investing was yesterday, but the second best time is now. Don’t let fear or uncertainty hold you back. Take control of your financial future today—your future self will thank you.
