Join V.I.S.I.O.N. Investment Academy
Get on the fast track to grow your wealth and own your freedom.
After 10+ years of investing success and guiding hundreds toward financial freedom, I can honestly say that learning how to build wealth through smart, intentional investing is one of the most empowering choices you can make in your lifetime.
Through VISION Academy, we’ve helped over 250 aspiring investors —across over 20 different industries—including tech, consulting, education, healthcare, engineering, academia, hospitality, and non-profits, as well as stay-at-home parents — start investing with confidence and build real, lasting financial freedom using a proven, beginner-friendly system.
V.I.S.I.O.N. Academy gives you a clear, step-by-step blueprint to build a strong investment portfolio—so you can confidently tune out the noise and focus on what really matters.
In This Module You’ll Learn:
"My partner works in finance...I don’t.
But I’m the one who set up our portfolio. Thanks to VISION, I lead now!"
In This Module You’ll Learn:
In This Module You’ll Learn:
In This Module You’ll Learn:
In This Module You’ll Learn:
In This Module You’ll Learn:
Ask what actually matters to you.
Get access to monthly small group live coaching calls where Charlene answers real questions from students like you—so you can apply the strategy to your specific income, goals, and timeline. You’re never left figuring things out alone.
How to stop overpaying and start optimizing.
Join a dedicated 1-hour session with a Swiss tax expert to learn how to save thousands in taxes, understand key deductions, and file like a pro. Includes a step-by-step tax filing tutorial—perfect for both Swiss and expat professionals.
Protect your wealth while you build it. (Swiss and International)
Learn how to navigate insurance like a pro—from what you actually need to what’s just noise. A no-fluff breakdown of health, life, and investment-linked insurance so you avoid costly mistakes.
Thinking about buying a home here? Start smart.
Whether it’s for living or investing, this practical walkthrough helps you understand the Swiss real estate market, financing options, tax impact, and more. No more confusion—just a clear plan to own with confidence.
See exactly what a real 7-figure investor holds.
Charlene opens up her personal portfolio—what she invests in, why, and how she’s planning for 2026 and beyond. This is the kind of behind-the-scenes access most investors never share.
Learn what’s working right now—from people just like you.
Explore real portfolios and strategies from over 30 students across different industries, incomes, and life stages. Because sometimes, the most powerful learning comes from seeing how someone like you made it happen.
Your Investment: Just 1 payment of CHF 1497
“Now, instead of having to read every single book in the library, it’s like you know how to shine a spotlight on the precise information you actually need. Along with the peace of mind that you’re not missing out on any of the other stuff – because you understand how it fits into the overall picture.
I am surprised by how fascinating I find all this stuff now – it’s like you’ve opened my eyes to another world & taught me how to explore it without feeling scared. Absolute gold! “
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.
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 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!
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.
Your Investment: Just 10 payments of $169
Your Investment: Just 1 payment of $1497
Right away! As soon as you enroll, you get instant access to all the course modules, bonuses, and trainings. And yes—you get lifetime access, including any future updates. Whether you binge it in a weekend or go at your own pace, the content is here whenever you need it.
Absolutely. While VISION Academy is rooted in the Swiss system, we have students from over 15 countries and regions—including Germany, Italy, the US, Canada, Australia, Hong Kong, Singapore, South Africa, and the Netherlands. The investment strategy we teach is built on global diversification and timeless principles, not local hacks. If you're building wealth with an international mindset, this program will guide you—wherever you are.
Most students complete the core modules in 2–4 weeks, depending on your schedule. But don’t worry—this isn’t school. You move at your own pace, and with monthly live coaching sessions, you’ll always have support as you implement. We know you’re a busy professional, so we offer this flexibility!
As a VISION Academy student or alumni, you’ll have the option to book a VIP 1:1 session at a special discounted rate.
That said, we are an educational academy not a financial advisory firm. Our mission is to empower you to make confident, informed investment decisions. We’re fully independent and not affiliated with any financial institutions or financial products.
Through our monthly Q&A sessions and real-life case studies, you’ll get the kind of clarity and support most people pay thousands for—without the pressure, jargon, or sales pitch.
Total beginners are welcome—and expected.
This program is designed for professionals who are smart, capable, and financially secure… but not from a finance background. If you’ve never invested before, or you’ve dabbled but feel uncertain, this course will give you the structure and clarity you’ve been missing.
Even if you’ve read books or watched videos, we’ll help you connect the dots into a system you can actually use with confidence.
Yes—and not in a hype-y way. We show you how to look at crypto and real estate through the lens of a long-term investor. Should they be part of your portfolio? How much? When? You’ll learn how to think strategically, not react emotionally. You’ll also get bonus content on how to buy property in Switzerland as an expat, with a step-by-step guide that walks you through the entire process.
Absolutely. The strategy works for Americans, but U.S. tax laws (like PFIC rules and FATCA) are unique. If you’re a U.S. citizen living in Switzerland or elsewhere, 95% of the content will still apply, but you may need to double-check certain tax-related steps with a qualified advisor. And you’re not alone. We have quite a number of American students have made it work inside the program.
We don’t offer personal tax consulting—but we do include a 1 hour dedicated Swiss investment tax workshop, plus a step-by-step screen-share tutorial that shows exactly how to file taxes on your investments and how to save thousands legally. No more guessing or Googling or confusing answers on ChatGPT!
You can try to figure it all out on YouTube. But here’s what many of our students tell us:
“I spent months researching online and still felt stuck. VISION finally gave me a clear plan I could follow with confidence.”
YouTube is great for information—but what you need is transformation, delivered in a streamlined and efficient way. That means having structure, clarity, and a step-by-step roadmap tailored to your goals and your life in Switzerland.
Inside VISION Academy, you're not just watching random videos—you’re learning from someone who’s been there, who can guide you through the ups and downs, help you avoid costly mistakes, and hold you accountable to take action.
Yes, there are thousands of free resources out there. But without a proven framework, most people waste months searching for answers, taking steps out of order, and feeling overwhelmed by conflicting advice.
This program is designed to save you time, money, and mental energy.
For many, that makes CHF 997 an investment that pays itself back—sometimes within weeks.
If you’re not ready yet, that’s okay. Keep learning where you are. But when you’re ready to move with clarity and confidence, VISION will be here for you.
Yes! As a VISION Academy student or alumni, you’ll have the opportunity to book a VIP 1:1 strategy session at a special discounted rate. This is ideal if you want personalized feedback on your situation after going through the program.
Just keep in mind: we’re an independent education provider, not a financial advisor—so we don’t tell you what to buy or sell. Instead, we equip you with the tools and strategy to make smart decisions for yourself.
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.