I don't know my exact figures – can I still take part?

Yes. The questions are designed so that a rough estimate is enough. You don't enter any franc amounts or look anything up.

Will someone contact me after the check?

Only if you want them to. You see your result without giving contact details. A conversation only happens at your request.

I already have an advisor or a bank – is this useful for me?

Especially then. You get a neutral second view and know which questions to ask at your next appointment.

Can we do the check as a couple?

Yes. Ideally answer the questions together for your household. That gives you a shared picture and a good basis for discussion.

What happens to my answers?

They stay in your browser during the session. Close the tab and they are deleted. You can save your result as a PDF beforehand.

What happens after the result?

Each priority links to matching guides and calculators. If you want to go deeper, you can book a free initial consultation.

Free financial check

Which financial topics should you tackle now?

Answer a few short questions about your situation. In 3–5 minutes you will see which topics may deserve particular attention right now – and what a sensible next step could be.

Adviser talking with a client at a meeting table

3–5 minutes
No documents required
Result shown instantly

How it works

1
Answer the questions
Answer 10 to 14 short questions about your situation, cover, pension and saving habits – in 3 to 5 minutes.
2
Get your assessment
You immediately see how your stability, efficiency and progress are classified, plus up to three priorities with the reasoning behind them.
3
Tackle your priorities
Each priority links to a matching guide or calculator – and, if you want, a conversation with independent advisors.

What you take away

Not a general financial score, but concrete pointers for your current situation.

Example of a result

StabilityWell set up
EfficiencyWorth a closer look
ProgressWell set up

Your priorities

1Make targeted use of pillar 3a
2Set your emergency fund
3Plan a savings goal for a home

Save as PDF

Your most important financial topics
You get up to three topics that, based on your answers, may deserve particular attention right now.
Why these topics matter
You can see transparently which of your answers led to the assessment and why a closer look may be worthwhile.
Your next sensible step
For every important topic you get concrete orientation on how to sensibly continue.

Frequently asked questions

What you should know: The financial check is based on your own statements and serves as initial orientation. It does not replace a complete personal financial analysis and gives no binding assessment of your insurance cover, pensions, taxes or financing. You also receive no specific product or provider recommendation.

Ready for your first assessment?

Take 3–5 minutes and find out which financial topics may deserve particular attention in your current situation.

The financial check is based on your answers and serves as initial orientation. It does not replace a complete financial analysis or personal advice.

Which financial topics should you tackle now?

How it works

Answer the questions

Get your assessment

Tackle your priorities