Consultation for private customers

With us, the focus on you, your wishes and goals. Together, we discuss solutions individually tailored to your situation and needs.

Personalized advice for business customers

A consultation that fits into everyday life

  • Free and without obligation

  • One hour for greater clarity – for general questions or topics such as investments, retirement planning and financing

  • Also on Saturdays or in the evening

  • Online or in a branch

Book an appointment online

  1. Log in and select an advice topic
  2. Choose an appropriate branch or an online consultation
  3. Set the preferred date and time
E-finance login

Book an appointment online

  1. Log in and select an advice topic
  2. Choose an appropriate branch or an online consultation
  3. Set the preferred date and time
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You don’t have e-finance or are a new customer

Order e-finance to enjoy all the benefits, such as arranging an appointment directly − or call us on
+41 58 448 14 14.

Your consultation at PostFinance – free and in-person

  • Your wishes, our focus
    Come with all your questions and thoughts about your financial situation. We’ll come up with suitable solutions together.
  • We take the time
    We’ll address your individual needs in around an hour, or longer if required.
  • Planning with an eye on the future
    We look at your current situation and your plans for the future so that you can make informed decisions in the long term.

Questions and answers

  • 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.

    More information on online consultations

  • Our advisory services cover investment, retirement planning and financing. We would also be happy to advise you on your general financial questions and concerns.

    Details on the procedure and content of specific consultations can be found on the following pages:

    Financial investment advice

    Retirement planning advice

    Retirement advice

    Mortgage advice

  • 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.

  • In our support area, you will find support and helpful information on our products and services.

    Go to support

Personalized advice

Arrange an appointment directly online.

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