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What it measures
Six dimensions of your financial position: liquidity, savings, debt, investments, pension and resilience. Each is scored on its own, and the overall number is their weighted result.
Financial Health
One number to start the conversation, six dimensions to answer it.
Six dimensions of your financial position: liquidity, savings, debt, investments, pension and resilience. Each is scored on its own, and the overall number is their weighted result.
Comparisons use Swiss reference data for households of a similar age and situation. They place your number in context, they are not a target you have to hit.
Financial Health is not a diagnosis, not a forecast and not investment advice. It is a starting point for understanding your own situation.