I thoroughly enjoyed, not only doing the course, but the empowerment that it gave me when I had completed it. These skills are are hard to find in an easily digestible format. At the end of the day it is not rocket science, but the banks and investment firms make it seem like it is. Aysha and Fanny explain everything very clearly and if you don’t understand anything just ask! There are regular q&as.Don’t trust anyone else with your money, why not ‘pay’ the fee that they charge to yourself instead? The q&a calls are great, as are the meet-ups and the community on the app. ETFs were demystified and there are some add ons on crypto e.g. if you are interested in it.I particularly like the sprints, every quarter there is a topic that is treated, for March it is tax filing. There was one on wills and another on insurance. These themes are particularly useful to get all of your ‘ducks in a row. Doing it on your own can be difficult, but doing it as a group is great. After the course I moved most of my 3e pilier (type of retirement fund), I also opened an account on a platform and bought ETFs with a lump sum and am continuing to do so monthly. I now have a handle on my finances and my retirement, before it was the Pandora’s box I didn’t want to open as I didn’t have the knowledge of what to do to make it right! Now I do!
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Aysha van de Paer provides investment & financial education for high-earning expats living in Switzerland, helping them grow a 7-figure portfolio and optimize their cross-border tax & pension planning.
