The replay of our private training and Q&A: "How I grow a 7-figure portfolio on autopilot while avoiding costly tax & pension mistakes" is available for a limited time. Apply ASAP to get access to it!
If you’re an expat with a high income, savings, or assets, you might be wondering how to make your money work better for retirement...
For many expats with finances and retirement benefits spread across countries and currencies, investing feels complicated. Even more so if you are an American expat or work for an international organization. High fees, confusing tax rules, and country-specific pension options often don’t fit your multi-country lifestyle.
If you’re already investing but feeling unsure...
Maybe you started investing years ago through a bank or on your own, or you hold property or stocks from a previous job—but you worry about high fees or whether your investments are diversified enough. Managing assets in different countries and currencies can be challenging. And now that you're getting older, it makes sense to invest in a more strategic and organized way to grow your assets for retirement, wherever life takes you.
If you’re ready to invest but feeling hesitant...
You have a high income and good savings, but they’re just sitting in a bank, losing value due to inflation. You may feel unsure about where to start with investing or want to avoid mistakes as you plan for passive income and a secure retirement. You may also be thinking about leaving a financial legacy for your children and want to make good decisions from the start.
Invest at REST: A 7-Week Learning & Implementation Program to Confident Investing as an Expat
In 7 weeks, you’ll learn how to build a time-efficient portfolio with clear steps for managing tax, pensions, and currency across borders. Each lesson builds your confidence and knowledge, showing you how to invest.
Through live Q&A calls, calculators, and easy-to-follow video lessons, you’ll develop a personalized investment plan that fits your unique multi-country situation. By the end, you’ll have implemented a clear investment strategy, giving you peace of mind that your money is working toward the future you envision—whether that means optimizing your pension, investing an inheritance or divorce settlement, or growing a portfolio for a flexible retirement.
Key highlights of Invest at REST
01
A 7-week digital course curriculum that's very detailed, yet explained in a way that's practical
02
Multi-country investment, tax and pension planning material specifically for expats
03
Ask questions and get answers on how to apply the program material in your situation
ANTICIPATED TIME COMMITMENT: 2 HOURS PER WEEK
Maximize your time with a streamlined schedule
We know your time is valuable. That’s why Invest at REST requires just two hours per week to deliver detailed information, crucial tools and simple strategies you can implement right away.
The Curriculum
See what’s inside the Invest at REST Program
Build the Foundation for Successful Investing
Take on a new way of thinking about your finances which fits your life as an expat. In this section, you’ll learn the principles you should follow to grow your portfolio and plan for retirement in a way that works for your unique, multi-country lifestyle.
- Understand how the stock market can help grow your wealth without spending hours managing your portfolio, no matter where you live.
- Learn to build a well-diversified portfolio that spreads out risk across different asset types, countries, and currencies.
- Discover how consistent, recurring investments over time can lead to significant results, even when markets go up and down.
- Get clear and confident about the exact steps needed to achieve your retirement vision as an expat.
- Learn how to manage and reduce fees in different countries, so that more of your money goes toward growing your portfolio.
Define How Much to Invest
This part provides a crystal-clear view of your financial position, giving you useful tools and strategies to make informed, confident decisions that fit your life as an expat.
- Get a clear picture of your net worth by listing all your assets and debts, so you know exactly where you stand financially.
- Gather essential pension details from each country where you've contributed to the retirement system, including employer pensions. This will give you a clear picture of your current retirement savings and what to anticipate in retirement.
- Calculate how much you should invest to meet your retirement preferences with our in-house calculator tools that you can tailor to your specific situation.
- Learn how retirement systems work to maximize benefits across multiple countries and understand what you can expect once you retire.
Choose an Investment Provider
Gain confidence navigating the world of investment platforms. This module cuts through the noise, helping you compare, select, and get comfortable with the investment providers that best fit your preferences.
- Explore the unique advantages and downsides of various investment platforms across Europe, incl. Switzerland and the UK. From do-it-yourself trading accounts to hands-free robo-advisors and everything in between, you will find the perfect fit for you.
- Access our database of preferred investment platforms to compare fee structures and features across providers, avoid hidden costs, and maximize investment performance.
- Discover how to manage and rebalance your portfolio over time, whether you prefer automated adjustments or a hands-on approach to keep your portfolio aligned with your long-term strategy.
- Learn to assess platform safety, including important factors like omnibus accounts and securities lending, so you feel secure investing with the provider of your choice.
- Follow along with step-by-step demo videos that show you how to open accounts, place trades, and use various platform features. You’ll feel confident investing by yourself in no time.
Select Your Investments
Learn how to assess all kinds of investments, including ones you already own. Discover how ETFs can make investing easier and stronger for you as an expat, so you can confidently build a solid and well-diversified portfolio.
- Explore the ETF ecosystem and key indexes to understand how they function, their advantages and disadvantages, and how to use them to build a well-diversified portfolio.
- Discover various ETF strategies, from country and industry-specific ETFs to all-in-one solutions that simplify investing when living abroad.
- Navigate the essential ETF terms and technical details, breaking down complex terms so you can select the right ones for your situation.
- Assess the financial and ethical aspects of sustainable investment options to help you decide if they are a good fit for your portfolio and, if so, how best to include them.
- Evaluate your current investments by reviewing their fees, costs, and overall strategy. This will help you decide whether to keep them or make adjustments for better portfolio growth.
Reduce Currency Risk & Conversion Costs
Master currency management as an expat investor. In this module, you’ll learn how to pick the best currency for your investments, handle currency risks, and reduce conversion costs.
- Complete your currency "reading grid" to see how exchange rates affect your investments and choose the best investment currency for your needs.
- Learn how to manage currency risk and reduce the chances that exchange rate changes will impact your portfolio growth.
- Understand how currency hedging works and know when it’s a good idea to use it to keep your investments safe from currency movements.
- Find easy ways to convert currencies that help you avoid high conversion fees and grow your investments faster.
Optimize for Tax
This module provides insightful tax strategies designed for expat investors, with tips on how to make tax-efficient investment choices and staying compliant, even when owning assets across multiple countries.
- Learn the basics of investment taxation and how tax affects your investments, so you can make better decisions.
- Discover how taxes apply to ETFs and index funds and choose options that work best in your situation.
- Use our tax planning checklist to ensure you cover all tax details relevant to your situation and any country you move to.
- Understand how investment taxation differs across Europe, Switzerland, and the UK, and get insights on how to optimize for tax when owning assets in more than one country.
- Compare the performance of contributing extra to your pension plan versus investing privately, considering your situation as an expat.
Design Your Portfolio & Implement
Build a portfolio tailored to your unique expat situation for the long term. This module walks you through essential strategies for combining stocks, bonds, and other assets, helping you create a strong portfolio.
- Determine the ideal proportion of stocks vs. bonds and other assets based on your age, retirement timing, and risk tolerance.
- Understand home bias inside a globally diversified portfolio and whether you need one in your portfolio as an expat.
- Learn how to adjust your portfolio as retirement approaches to ensure a smooth transition.
- Review how to make safe withdrawals from your portfolio in retirement, balancing income needs with a portfolio that lasts until the end of your life or that you can pass on to your children.
- Complete the last steps of your portfolio implementation effort tailored to your expat needs. Finalize your investment platform selection, open your investment account(s), fine-tune your investment selection, and place the first transactions.
What you'll learn
1. Build the Foundation to Grow Wealth as an Expat
You'll uncover the essential strategies for growing and managing wealth as an expat, covering stock market principles and retirement planning across borders.
2. Get Clear on How Much You Should Invest
You'll use our calculator tools to assess where you stand financially. You'll also calculate how much you should invest to ensure you'll be able to maintain your standard of living in retirement considering your multi-country lifestyle.
3. Choose the Best Investment Platforms for Expats
You'll get access to our list of recommended investment platforms across Europe, Switzerland, and the UK, incl. those that work well for expats, sorting through the noise and navigating directly to the best options.
4. Select the Right Investments
You’ll know exactly how to evaluate and select Exchange Traded Funds (ETFs) and other investments for your portfolio, helping you avoid the stress of dealing with too many choices, with clear criteria to find the right fit for your preferred investment strategy.
5. Navigate Currency Challenges
You'll discover how to manage multiple currencies and reduce foreign exchange risks. You'll also learn how to select the most suitable currency for your portfolio and minimize currency conversion costs for more portfolio growth.
6. Optimize Your Portfolio for Tax
You’ll learn how taxes affect investments and get tips on how you could make your portfolio more tax-efficient, taking into consideration your expat situation with multiple countries involved.
7. Design Your Portfolio and Implement
You'll build a strong portfolio combining stocks, bonds, and other assets. You'll open your investment account(s) and make your first investments. You’ll also learn how to make safe withdrawals in retirement to create a steady income while building generational wealth.
Q&A Calls
Join us for live Q&A calls so that we can help you customize your investment plan to your specific situation.
Live Q&A Calls
The program also includes group Q&A calls twice per month, with access granted for one full year. This is where you can get answers to your specific questions on how to apply what you learned to your situation, especially when things get complicated due to your expat situation or US person status.
Apply NowACCESS SPECIAL ADDITIONAL FEATURES
You’ll also be able to access these special features to help you take full control of your finances
BONUSES
Bonus #1
Tax Summaries
Download our tax summaries for Switzerland, Germany, the Netherlands, Belgium, France and the United Kingdom. Learn the local tax aspects to consider with regard to investing so that you can avoid costly mistakes that could arise in your specific situation.
Bonus #2
Example ETF Portfolios
Access our example portfolios, which include a variety of ETFs listed in EUR, USD, CHF, and GBP. These examples are designed to give you both inspiration and practical guidance on selecting ETFs for your own portfolio.
Bonus #3
Investment Providers' Database
Access our database of 40+ pre-selected investment providers & platforms based across Europe, including the UK and Switzerland. You'll be able to easily search the database using criteria such as fees, languages, whether they accept US expats, if they accept kids, account currency, minimum amount required, and more.
Bonus #4
Pension Playbook
Access this BONUS Module to explore helpful strategies for retirement planning as an expat. Learn about pension rules and withdrawal requirements & procedures in Europe, Switzerland and the UK, and access tools that make it easy to plan for a strong retirement in a multi-country context.
Bonus #5
Calculator Tools
Get access to calculator tools that are easy to use to make the right decisions about how much to invest and what to do with your existing investments. These tools will bring you clarity about where you stand and what exactly needs to be done to achieve your financial goals and desired retirement timeline.
Bonus #6
New Country Checklist
Prepare your move to another country with our New Country Checklist to ensure you do everything you need to optimize for tax, pension planning, and bank account management before and after your move.
Bonus #7
Advanced Investment Strategies
Explore additional investment options like real estate, crypto, forex, and private equity to further diversify your portfolio. Learn strategies for investing for children, teenagers and young adults, and involving your spouse to turn financial growth into a collaborative, positive experience instead of a source of conflict.
What Students Say about the Program
"Aysha can simplify very complex things, so it's easy to understand"
Renata Pollini
Oberägeri, Switzerland
"I acquire assets that not only combat inflation but also produce passive earnings"
Valentina Accili
Munich, Germany
"Beautiful presentations and helpful demos!"
Olesya Meier
Lausanne, Switzerland
“The aspects of expat financing discussed are very unique and highly relevant"
Kate B.
Toulouse, France
Who teaches
Invest at REST?
Aysha
van de Paer
Founder of Invest Like Aysha
Before moving back to Zurich in 2014, I lived in New York, Amsterdam, Dubai, Munich and studied in the UK, which means I’m familiar with the struggles of moving and managing money in multiple bank accounts, currencies, pension and social security systems in different countries and languages (I’m bilingual in English and French and speak German and Dutch more or less fluently).
My eldest son is an American citizen as he was born in New York. And with that, I’m confronted with the realities of American citizens abroad, including restricted access to investment services and US tax filings and compliance requirements.
I've spent nearly 20 years in the financial industry. I also invested several millions of my own money in the stock market and also in real estate, private equity, crypto and venture capital following research-backed strategies as well as many years of trial-and-error.
I’m also a single parent of two after losing my husband, Karl, in a road accident in 2017. And so I had to face and learn very fast about things like inheritance proceedings and social security benefits across borders and how living the expat life makes everything financial more complicated.
Fanny
Plattner
Co-Creator Invest at REST
I am a Certified Financial Planner and Certified Public Accountant with nearly two decades of experience in finance, audit, and controlling at Novartis, a global pharmaceutical leader, and EY, an international audit firm.
I launched my career at SUVA, a Swiss social insurance company, where I built a strong understanding of social security and retirement issues.
Before settling in Basel, Switzerland, I spent several years abroad, spending time in India, Australia, and Brazil.
In addition to my professional experience, I invest large sums in the stock market and I am a property investor, owning a real estate company with properties across Switzerland.
Since joining my sister Aysha in 2020 to launch the Invest at REST program, I supported over 1,000 clients on their investment learning and implementation journeys. My diverse professional background in the world of finance has given me a well-rounded perspective on all aspects of personal finance and investing.
Aysha delivering a popular TEDx talk in Lausanne, Switzerland in front of an audience of 1,500+ people.
Aysha featured on Swiss national television for her work and dedication as an investment educator.
ACCESS SPECIAL OPTIONAL FEATURES
You’ll also be able to access these optional modules to help you take full control of your finances
OPTIONAL MODULES
Go Deeper into Real Estate
This special real estate module reviews in details what you need to consider to invest in property, either as an investment or as your home, as well as practical calculator tools to assess the performance of specific properties vs stock marketSpecial Module for US Expats
Learn how, where, and in what you can and can’t invest as a US expat. Discover both the limitations and the potential opportunities available to you as a US citizen living abroad to remain compliant and prevent costly filing mistakes. Note: Mandatory if you are a US citizenWhat Students Say about the Program
“I took concrete action right away"
Maria-Sabrina Anastasiu
Meilen, Switzerland
“I now know what I have and where I'll stand when I retire"
Anke de Poorte
'T Zandt, Netherlands
“I feel ready to talk to banks without feeling completely clueless"
Lindsay Guest
Gentilino, Switzerland
"The monthly calls are amazing and help digest the large amount of information provided"
Natalia B.
Lörrach, Germany
BONUS: Membership Included When You Join Today
Dial-in for Strategic Quarterly Calls
Join Aysha for quarterly calls to gain insights into current financial and economic events, and understand their potential impact on your portfolio and finances. During these sessions, Aysha also provides exclusive bonus content and reveals her own investment & financial strategies.
Online Community Access
Connect with other program participants inside our online community and at in-person get-togethers and get a boost from surrounding yourself with people who are proactively managing their multi-country finances and growing their portfolios.
Join our LIVE Implementation Series
Participate in four live implementation series with Aysha and Fanny. These 2-week sprints feature live calls and a structured implementation process to optimize your finances.
- Tax Filing Sprint - (February or March)
- Portfolio Review & Rebalancing Act - (May)
- Bank Accounts and Insurances: Optimization - (September)
- Crafting & Revising Your Will - (November)
About the Membership
Be a part of a pan-European Community with
500+ active members
When you enroll in Invest at REST today, you don't just access a course: you join a pan-European community of like-minded people who care about growing their assets, financial optimization across borders, achieving peace of mind, greater life flexibility, and early retirement.
Interact with the other program participants inside our community app: a deeply immersive online platform for finding program members near you, participating in engaging discussions, and joining in-person get-togethers.
You’ll have the chance to connect with 500+ active members on this platform. That’s 500+ opportunities to meet like-minded people who care about investing in the best way possible and get inspired by the way they handle their investments and finances.
Left: Aysha delivering a keynote about investing in Lausanne, Switzerland.
Top Right: Aysha teaching a workshop for a large law firm in Zurich.
Bottom Right: Aysha invited by an investment firm to deliver a presentation to their clients.
What Students Say about the Program
“Aysha's review about investment platforms was so helpful"
Sara F
St-Gallen, Switzerland
“The hands-on approach with practical tips and the list of investment platforms with filters made it a no-brainer to get started"
Francesca K.
Brussels, Belgium
“The section for American expats was invaluable! "
Lavinia Walker
Geneva, Switzerland
"I simply switched from analyzing and procrastinating to doing"
Regina Vogel
Dublin, Ireland
Join Invest at REST & become a confident investor
What's included:
- The full 7-week Invest at REST program, where you learn how to invest and implement a customized investment plan taking into consideration your multi-country tax & pension situation
- Live Q&A calls with Aysha & Fanny (twice per month, one-year access)
- Access to all video lessons, tools and resources for one year
- Video demos on how to open accounts and place transactions
- Exclusive access to our Membership & Community platform for one year
- 4x live implementation series facilitating quick tax filing, portfolio management & rebalancing, optimization of your bank accounts and insurance policies, and rapid creation or revision of your will.
- Live quarterly strategic calls with Aysha & Fanny
- An unconditional 30-day guarantee: experience 30 days of Invest at REST, and get a full and instant refund if you’re not fully satisfied for any reason.
Apply for Invest at REST Today
Submit an Application
When you apply, we will check if you're a good fit for the program and send you all the details, including pricing options.
There is no obligation to enroll after you apply.
Price Increase Planned For
January 2025
Try it for 30 days risk free
Remember you don’t have to say YES right now. You only have to say MAYBE. Go through the materials for 30 days risk-free from the day of purchase.
To get a refund, simply respond to the welcome email (or any other email from us) and get a full, friendly and fast refund. No phone calls, no questions asked, no hassle.
More Student Results
“I spend about 30 minutes each month managing my portfolio"
Valérie F.
Zurich, Switzerland
“It helped me better understand investment products. "
Helen Black
Edinburgh, United Kingdom
"I loved the freedom to watch the sessions when I have time and space"
Raphaelle F.
Morges, Switzerland
“The best was the possibility to ask questions without being judged"
Tanja Bugmann
Basel Area, France
Apply for Invest at REST Today
Submit an Application
When you apply, we will check if you're a good fit for the program and send you all the details, including pricing options.
There is no obligation to enroll after you apply.
Price Increase Planned For
January 2025
Try it for 30 days risk free
Remember you don’t have to say YES right now. You only have to say MAYBE. Go through the materials for 30 days risk-free from the day of purchase.
To get a refund, simply respond to the welcome email (or any other email from us) and get a full, friendly and fast refund. No phone calls, no questions asked, no hassle.
Here is some more feedback from students in the program
Below you can catch a glimpse of what the experience of current and prior students has been so far.
Apply for Invest at REST Today
Submit an Application
When you apply, we will check if you're a good fit for the program and send you all the details, including pricing options.
There is no obligation to enroll after you apply.
Price Increase Planned For
January 2025
Try it for 30 days risk free
Remember you don’t have to say YES right now. You only have to say MAYBE. Go through the materials for 30 days risk-free from the day of purchase.
To get a refund, simply respond to the welcome email (or any other email from us) and get a full, friendly and fast refund. No phone calls, no questions asked, no hassle.
“The different topics were very well explained to understand what, why, and how to do it"
Ricardo Yoshioka
Amsterdam, Netherlands
“It's a one-time effort that is so satisfying and definitely worth it"
Caroline Gueissaz
Neuchâtel, Switzerland
"The logical investing method taught by highly experienced Aysha made all the difference"
Chetna P.
London, United Kingdom
"The program is very concrete and gives easy steps to start investing"
Lea Müller
Zurich, Switzerland
HAVE A QUESTION?
Burning questions prior program participants asked before signing up
How long does it take to complete the program?
How long will I have access to the program?
Are you affiliated with any financial party?
Will I get personalized recommendations about investing?
What do I do if I need support?
Will taking this course eliminate the need to hire a financial planner?
When will the program start?
Does this program cover real estate investing?
I'm an American expat, can this program help me?
I work for an international organization, can this program help me?
Do you give tax advice?
Can I book a private consultation?
"I felt understood with my busy life and could make decisions without falling into analysis paralysis"
Cornelia Wolfenstädter
Zurich, Switzerland
Apply for Invest at REST Today
Submit an Application
When you apply, we will check if you're a good fit for the program and send you all the details, including pricing options.
There is no obligation to enroll after you apply.
Price Increase Planned For
January 2025
Try it for 30 days risk free
Remember you don’t have to say YES right now. You only have to say MAYBE. Go through the materials for 30 days risk-free from the day of purchase.
To get a refund, simply respond to the welcome email (or any other email from us) and get a full, friendly and fast refund. No phone calls, no questions asked, no hassle.
© 2024, Invest Like Aysha Ltd. | Terms
The information made available on our webpages, social media accounts, events and training material of any kind and related communications is provided for educational purposes only and does not constitute investment advice, crypto-asset advice nor any kind of financial, tax or professional advice. Read the Terms for further important disclosures. Every investment involves risk, especially with regard to fluctuations in value and return. Information on past performance, where given, is not a prediction or a guide to future performance.