UBS Financial Check

Have your financial situation analyzed for free 

Arrange a consultation

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, tailored to you

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.
Information sheetpdf, 1 MB
Damit Ihre Finanzen im Einklang stehen mit Ihren Zielen

So your finances match your goals

The free Financial Check shows you ways to improve your financial situation over the short, medium and long term.

Have a meeting in the comfort of your own home or at your local UBS branch.