[…] I’m really impressed by how thorough your research was and you put it together in a very understandable way. Using the example of Robinson was a very good way of getting the intuition of what investment is all about and how ressources are limited and how someone should think about allocating them. You did a really good job on the presentation and also the way you presented it in a very simple way given that these topics are not all that simple. You really reduced it down to something that people can understand and that was really good as well.

Benny: We participated last year. I found it really helpful especially with like being here in Switzerland, rules are different, you don’t know everything and it’s really helpful to have inside information. […]

Jacqui: As an example, one of the things we talked about was health insurance and for expats living in Switzerland, it’s a bit strange. So we listened, we took in on board, and we put it into practice, and we ended up changing our health insurance. We ended up spending less per month and getting more benefits. So that’s just one practical thing. And Yann also explains: why do you do it this way? Why do you do it that way? And you can ask any questions, no questions are dumb. And maybe you’ve been good at budgeting when you started out and things have fallen on the wayside as life changes but it brings you back to: what are your goals now?

I got a lot out of it, thank you so very much Yann. I cannot wait until I come back [to Switzerland] to start implementing some of it. Like the stock market, I was going to completely stay away from it altogether but after today’s session, I will consider doing some more research, especially on that ETF thing. It has been very beneficial, I’m very happy that I took it.

It was really interesting. Broad and general, giving a really broad picture. Also very easy to follow and nicely paced, good examples and so on. So I really appreciated it.

Loved that this course kicks you up the backside to tidy up on the small admin tasks and gives you a glimpse into what else there could be. I’ve saved 2k per year just by using your rent trick and I think I could easily save another 5k combining all the other things.