Swiss financial blog

Your personal finance timetable | Schwiizerfranke

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Find out where your greatest financial leverage lies

Instead of spending hours gathering information, we'll show you in 60 sec, where you can achieve the maximum effect with minimum effort.

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Focus on your greatest leverage

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Specially developed for the Swiss

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.

Eric Marshal

Founder & certified investment advisor

Welcome to Schwiizerfranke!

"As a financial expert, I know the Swiss financial world inside out.
My aim is to provide you with all the tools and knowledge you need to tackle your finances successfully."

Swiss financial expertise that pays off

Optimise your finances with sound, practical financial education for beginners and advanced students in Switzerland.

Favourable, fair account with interest

Is your bank still not paying you attractive interest on your account?
Pretty unfair, because she earns money with your money herself!

Get a favourable, fair account with interest.

Build wealth in the long term

Money that is not needed in the long term can go on the stock market.
However, it is important that you have the fees under control.
Here, your return remains attractive even after fees and taxes.

Millionaire with the third pillar

Pension provision may sound boring, but it's not!
You can become a millionaire in the third pillar if you use it correctly.
Compare the best offers for your pillar 3a.

Favourable asset management

No desire or time to invest yourself?
No problem!
Instead of an expensive bank, you can have your assets managed cheaply by a robo advisor.

Free Swiss financial calculator

Calculate in seconds what banks and consultants are hiding from you - 100% free of charge and without the need for Excel!

Hourly Wage Calculator

Calculate your effective hourly wage in Switzerland including all deductions

emergency fund calculator

Before you invest, you should calculate and build up your nest egg precisely

Fuel cost calculator

Calculate your travel costs and fuel consumption for commuters and frequent travellers

Financial freedom calculator

How much wealth do you need to be financially free? And when will you be ready?

Median Wage Calculator

How high is your salary compared to the median and in your industry?

All calculators

Here you will find a list of all financial calculators. Save link!

Why 30,000+ readers trust us:

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IAF-certified

As Certified IAF Investment Advisor I bring sound financial knowledge directly to you. Contributions are based on thorough research and practical experience - independent of banks or financial service providers.

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Naturally protected with state-of-the-art SSL encryption.

Independent & self-financed

Since the Foundation (2019) independent and self-financed. We are not beholden to anyone.
We know the Swiss financial system and share our knowledge with you.
Together we will make you financially independent.