The Financial Wellbeing Check-Up

Ten questions. Three minutes. Know where you stand.

Most people know quite well how physically fit they are, but hardly anyone knows how financially fit they are. The Check-Up changes that. To begin with, it is not about buying or changing anything.

Your answers are processed only in your browser and are not sent to us. If you like, you can bring your result along when we talk.

Question 1 of 10Do you have a financial adviser you trust?
Question 2 of 10Have you planned your retirement?
Question 3 of 10Have you sorted out matters such as a living will and a lasting power of attorney?
Question 4 of 10Is everything prepared for an emergency, for example an emergency folder and a will?
Question 5 of 10Have you made comprehensive provision for the risks of illness, accident and long-term care?
Question 6 of 10Do you have an income strategy (a clear plan for where enough income will come from in retirement)?
Question 7 of 10Have you drawn up a retirement balance sheet (an overview of your wealth today and over the coming decades)?
Question 8 of 10Are your current assets invested in line with your investor profile?
Question 9 of 10How long do you expect to live?
Question 10 of 10When did you last receive comprehensive, joined-up financial advice?

If you know where you stand, you can look to the future with calm.

One step further

The Financial Wellbeing Index

49 questions that go into detail, across nine areas: Financial Wellbeing, planning, analysis and advice, life expectancy, protection, income strategy, wealth transfer, wealth strategy and housing. It takes 10 to 15 minutes. At the end, you see straight away what percentage of the possible points you have reached in each area.

The Index is free and needs no registration. It forms the basis for your personal analysis, with recommendations, checklists and a priority plan. There is a fee for this analysis.

Discuss the Index with us

10questions in the Check-Up
49questions in the Index
  • 49 questions
  • 10–15 minutes
  • Instant result
  • No registration

The Index is hosted by our service provider. It only loads when you click “Start the Index now”, and only then are your answers sent there.

The questionnaire is currently available in German only.

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