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- Choose an appropriate branch or an online consultation
- Set the desired date and time
Consultation on financial investments
Investments offer many opportunities, but the numerous options can seem complex. Our experts provide clarity with advice that is tailored specifically to you. Benefit from their expert knowledge and find the perfect solution for your financial objectives. Advice is free of charge.
New customers or without a login
Benefit from the knowledge of our experts
- Receive support with your first steps in investing
- Discover the various investment solutions
- Find the perfect financial investments for you
Our advisers take time for you – whether in a PostFinance branch or (on request) online With targeted questions and a clear step-by-step approach, together we will find the perfect financial investments for you.
Your situation and investment objectives
- What proportion of your assets or income would you like to invest?
- What amounts would you like to have available again, and when?
- How long do you wish to invest your money for?
- What do you want to achieve with your investment, and over what time horizon?
Suitable products and strategies
- How intensively do you wish to focus on your financial investment?
- How independently do you wish to make investment decisions?
- How closely would you like us to support you?
- How do you find an investment strategy that is right for you?
Your investment type
- What level of risk would you like to assume, and how much risk can you bear?
- How intensively do you wish to focus on your financial investment?
- What prior knowledge and experience with investments do you already have?
- How important is sustainability to you when it comes to financial investments?
Our experts will address your needs and questions, regardless of whether you have already dealt with investments and how long your list of questions about investing is.
It would be ideal if you could have a think about the following points beforehand:
- What are the objectives of your financial investment? For example, are you saving up to buy your own home or for retirement, or are you planning a major trip?
- What expectations do you have of us?
You do not need to bring any specific documents.
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No, that's not necessary. During the Initial consultation, our advisers will be there to discuss your situation and wishes with you and to help you get an overview. The main focus during this initial consultation will be on getting to know your objectives – everything else will follow step by step.
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The aim of the initial consultation is to answer your questions and point out your potential options, not to force you into making a decision. After the consultation, you will have time to calmly consider what is right for you.
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No. The purpose of the initial consultation is to analyse your situation and point out your opportunities, nothing more. You are not obliged to take out any products or make any decisions.
If, after some consideration, you decide on suitable products, you can easily open investment solutions from PostFinance online at any time.
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Yes. We will be happy to inform you about the sustainable and eco-friendly investment solutions offered by PostFinance during the consultation. These are based on the concept of ESG (environmental, social and governance) criteria, which ensures that investments meet not only economic but also ecological and ethical standards.
Our ESG investments help to promote responsible investing, whether by excluding certain industries or promoting sustainable projects. Would you like to find out about your options in advance?
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Yes, we will be happy to inform you about our sustainable and eco-friendly investment solutions during the consultation.
Responsible investments are based on ESG (environmental, social and governance) criteria. This should ensure that investments are made in companies and states that effectively manage ESG risks and pose a lower financial risk to investors.
PostFinance offers certain sustainable investments by third-party providers. Our own investments are predominantly labelled as "responsible".
Arrange an appointment over the phone
Monday to Friday: 8 a.m. – 8 p.m
Saturday: 8 a.m. – 5 p.m