Book an appointment
- Log in and select an advice topic
- Choose an appropriate branch or an online consultation
- Set the desired date and time
Consultation for private customers
Our advisers will take time for you and your financial enquiries. Whether in the evening, on Saturdays or conveniently online from home – we will adjust to your schedule. Advice is free of charge.
New customers or without a login
Our advisory service – tailored to your situation
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General product advice
Simple payment products
Are you interested in PostFinance and would you like some general advice about our banking packages and accounts, or about cards, online banking and apps? We would be happy to arrange an appointment with you by phone.
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Financial investment advice
Find the perfect solution for you
Would you like to get more from your money and find an investment solution that is specifically tailored to your requirements?
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Mortgage advice
The right financing for your own home
Are you looking for the right mortgage to purchase a property, or is it time for you to renew or extend your mortgage?
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Retirement planning advice
Focus on your optimal retirement planning
Would you like to clarify your retirement planning situation, identify any gaps in your pension early and protect yourself against risks?
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Retirement advice
Professionally guided into retirement
Are you 50 or older and would you like to be well-prepared for your retirement?
Information about the consultation
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Yes, consultations are free, regardless of whether they take place in-branch or online.
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You can arrange an online consultation directly in e-finance or by phone. You will then receive an appointment confirmation from us via e-mail with a link that you can use to take part in the consultation.
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Our advisory services cover topics such as investing, financing and retirement planning, so you will receive comprehensive support for your financial planning.
We will spend about an hour addressing your questions individually and working together to develop the best strategies and solutions for your financial situation and wishes.
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The consultation will focus on your wishes and objectives. Feel free to bring along any questions, thoughts and uncertainties you may have about your financial situation. We will not only look at your current financial situation, but also your future plans. That way, we can address your concerns effectively and develop customized offers that are tailored to your needs.
If you are already an e-finance user, please bring your login details with you. Please also bring along any relevant documents related to the topics and needs to be discussed, either in physical or digital format.
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If you booked your appointment online, you can view it and change it directly in e-finance at any time. If you arranged it over the phone, give us a call to postpone or cancel it.
Arrange an appointment over the phone
Monday to Friday: 8 a.m. – 8 p.m
Saturday: 8 a.m. – 5 p.m