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:
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:
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.
Not sure where to start?
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 Singapore
Proud to be recognized for our award-winning global, regional and local wealth management services.
- Singapore's Best International Bank
- Singapore’s Best Philanthropic Advisory
- 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
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Together, we can help you pursue your goals.
