Join the Tax-Smart Investing Course
Maximise your wealth with tax-smart investing in Switzerland
⏳ 60 min Video Masterclass | 📊 Bonus: Pillar 2 Calculator | 📝 FAQ resource
Learn the top 3 mistakes I see people making when investing in their Pillar 3a. And start leveraging the huge opportunity for wealth growth that Switzerland’s tax rules offer.
Join my course today and learn the secrets of tax-smart investing.
Unlock the Secrets to Tax-Smart Investing in Switzerland!
Don’t miss this opportunity to:
- Save on taxes and keep more of your hard-earned money
- Start growing your wealth with confidence
- Take control of your financial future
Whether you're just starting or looking to optimise your strategy, you'll learn how to leverage Switzerland's unique tax advantages to build lasting wealth.
Why this course is a must
Gain confidence to act
We will unpack Pillar 2 and Pillar 3a; their benefits and when to use them.
You will walk away with the clarity and tools to make smarter, tax-efficient investment decisions.
Stop making the 3 crucial mistakes eating away at the growth of your Pillar 3a
I will teach you the 3 biggest mistakes I see people making with their Pillar 3a investments.
It is not too late, in this course you will learn how to fix these mistakes and start investing your money in a smarter way.
Bonus: Pillar 2 Calculator
Pillar 2 seems attractive because of the tax benefits, but it is not always the right answer. Depending on your age, tax bracket and expected return you could be better off investing outside the Pillar 2.
This lesson and tool will allow you to evaluate whether the tax benefit outweighs the potential for growth in your exact situation.
My portfolio grew 37% in the last 3 years and I will show you exactly how I achieved it!
What you’ll learn in the course:
- Low-cost investing strategies
Discover how to maximise your returns while keeping fees low. - How to grow your Pillar 3a investments
Understand how this tax-advantaged retirement account can help you save big on taxes while growing your wealth. - Understand Pillar 2 investments
Don't just assume the Pillar 2 is the best way to invest. We'll unpack this type of investment and help you figure out what works for your situation. - How to make your own investments
Gain confidence to handle your own investments with simple, actionable steps. - How to choose the right providers
Learn which providers are cost-effective and reliable for Swiss investors.
*Disclaimer: This return is not guaranteed. Returns fluctuate and this is just for illustration.
FAQs
Who is this session for?
What is tax-smart investing?
What is Pillar 3a?
What is Pillar 2?
Will I need to use an advisor after this?
Act now to save on taxes, and start building wealth.
*Disclaimer: Individual returns may vary and are not guaranteed. No course can offer you personal investment or tax advice; it is only for educational purposes. This is an educational course and Money with Carla does not sell any investment products.
