The GL guide to managing your finances is designed for people who have recently moved to the Lake Geneva region, as well as those who have lived here for years but know the time has come to reassess their financial plans.
Taking stock: what’s different if you live in Switzerland or France, compared to other countries?
- Ask yourself the right questions
- Who does what: banks, insurance companies, advisors
- Learning the Swiss and French ropes
What passed for sound financial advice back home may no longer be enough for you to manage your finances well once you’re here. You’re well settled in the region, but life is never static – marriage, divorce, renting or buying property, children leaving home, illness, retirement, a death in the family – all have their impact on your money and how well it works for you. Or you’re new in town: you’re faced with several major changes to your situation, possibly starting with the decision about whether to live in Switzerland or over the border in France.