Financial Health Check Tool

How healthy are your finances?

We’re educated to take care of our body and mind – consume additional D-vitamin in months with R in the name, exercise reasonably and have a little down time not to get our mind puzzled up.

But what about our finances? We invite you to test your financial health!

If you have any questions, book a meeting with a professional advisor here.

Learn more about investment advisory on our webpage

Financial Health Check Tool
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8

How old are you?


What % of your net income is spent on loan payments?

  • 0%

Do you have consumer or other high-interest loan?

How many months of expenses will your liquid savings cover?

Is there money left after you pay for your primary expenses and loan payments?

Do you have the possibility to save regularly?

What is your planned source of income during retirment (please choose only sources where you currently have savings):

Do you have savings/investments?