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Find out where your greatest financial leverage lies
Instead of spending hours gathering information, we'll show you in 60 seconds where you can achieve maximum effect with minimum effort.
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Focus on your greatest leverage
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Specially developed for the Swiss
✅ Over 15,000 Swiss citizens have already checked
💰 On average 3 concrete improvements per person
Question 1 of 4
How would you describe your current financial level?
🌱 Complete beginner
I'm just starting to get to grips with finance
📚 Basic knowledge available
I know the basics, but would like to learn and optimise more
💼 Experienced investor
I am already investing and looking for specific optimisations
🎯 Financial expert
I know my way around very well and look for specific solutions
Question 2 of 4
What is your most important financial goal?
🏦 Find a better account
Pay fewer fees, get better interest rates, choose the best account
📈 Invest money cleverly
ETFs, shares, passive investing, long-term wealth accumulation
🏠 Provide for old age
Use pillar 3a, plan your pension, save taxes through pension provision
👨👩👧👦 Planning family finances
Save for your partner and children, organise joint finances
💰 Pay less tax
Use tax deductions, optimise your tax return, save taxes legally
Question 3 of 4
Which situation describes you best?
👤 Single
I plan my finances for myself
💙 Pair
We organise our finances together as a couple
🏠 Family
Parents with children, family finances in focus
🏢 Self-employed
I run my own business or am a freelancer
Question 4 of 4
What else interests you the most?
💡 Saving tips
How can I save more money in everyday life and reduce expenses?
📊 Optimise wages
Do I earn enough? Salary negotiation and potential check
🔧 Best tools
Which apps, tools and services do financial professionals use?
📋 Tax assistance
Simplify your tax return and optimise deductions
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Your answers will be analysed...
We calculate your optimal financial roadmap
YOUR EVALUATION
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Your personal finance roadmap
Based on your answers, we have put together the perfect recommendations for you.