Your personal Financial Check

A discussion of your short, medium and long-term goals, to understand your needs and financial situation properly

A clear analysis of your income and assets, to identify scope for optimization

Non-binding tips to optimize your savings and pension assets

How the Financial Check works

The Financial Check is built on a three-stage advisory approach:

  • Create flexibility with smart liquidity planning
  • Secure your future with a private pension solution
  • Use the remaining free assets to realize your dreams

Choose where you would like the meeting to happen: in the comfort of your home or at your local UBS branch.

What happens after the Financial Check:

  • You tell us which tips you want to put into practice and our experts deal with it.
  • You can monitor the performance of your assets at any time in Digital Banking.
two women talkin to each other

Not sure where to start?

With a free financial check, you can learn how to improve your financial situation in the short, medium and long term.

A leading wealth manager in Australia

Proud to be recognized for our award-winning global, regional and local wealth management services.

  • Australia's Best International Bank1
  • Australia's Best for UHNW
  • Asia’s Best International Bank
  • Asia’s Best Chief Investment Office
  • Asia’s Best Philanthropic Advisory
  • The World’s Best for Family Office Services
  • The World’s Best for Next Gen

Our UBS offices in Australia

Contact

Sydney

Level 16, The Chifley Tower Sydney NSW 2000

Melbourne

Level 16, 8 Exhibition Street Melbourne VIC 3000

Perth

Level 44, Bankwest Tower, 108 Street Georges Terrace Perth WA 6000

Connect with us

Together, we can help you pursue your goals.
Let's talk