Consultation for private customers

  • Free of charge and with no obligation

  • Also on Saturdays or in the evening

  • Conveniently online from home or in a branch

  • Tailored personally and individually to your life and your plans

Book an appointment online

Simply book your appointment directly via your e-finance: select the topic, location (branch or online consultation), date and time and modify online if necessary.

Arrange an appointment over the phone

+41 58 448 14 14 

Monday to Friday: 8 a.m. to 8 p.m.
Saturday: 8 a.m. to 5 p.m.

Help topics

In our support area, you will find numerous explanations and tips on how to do many things independently and at any time in online banking.

Book an appointment online

Simply book your appointment directly in the PostFinance App: select the topic, location (branch or online consultation), date and time and modify online if necessary.

Arrange an appointment over the phone

+41 58 448 14 14 

Monday to Friday: 8 a.m. to 8 p.m.
Saturday: 8 a.m. to 5 p.m.

Help topics

In our support area, you will find numerous explanations and tips on how to do many things independently and at any time in online banking.

Our advisory services for you

Financial investments offer many opportunities, but the wide range of options can seem complex. Our experts provide clarity with advice tailored to your individual needs.

  • Receive support for your first steps in investing
  • Discover the various investment solutions
  • Find the perfect financial investment for you

You would like to analyse your retirement planning situation, plug pension gaps in old age or protect against risks? With the right retirement planning solution, you can protect yourself and your loved ones from the financial consequences of incapacity to work or death.

  • Assessment of pension gaps and risks
  • Individual solutions for protecting your loved ones or asset growth for your retirement
  • Ensure your security with personal retirement planning

While retirement is something we look forward to, it also raises a lot of questions. You have to make important decisions. We can support you on your path to retirement.

  • Analysis of your provisional pension benefits
  • Assessment of pension gaps
  • Individual solutions for building up assets and subsequent asset depletion
  • Ensure your security with personal retirement planning

Whether it's for a new purchase, renewing or extending a mortgage: together, we’ll find the right solution for you.

  • Analysing your financial situation and optimizing costs 
  • Choosing the right mortgage and term
  • Answering all questions about home ownership
  • Obtaining the necessary documents

PostFinance’s comprehensive advice focuses on your financial situation as a whole. Together, we consider your needs and goals in areas such as payment transactions, savings, investments and retirement planning. We derive suitable solutions from this, which are tailored to your current life stage and your plans for the future.

Questions and answers

  • You can arrange an online consultation directly in your e-finance, in the PostFinance App or by phone. We will then send you an appointment confirmation by 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 and modify it directly at any time via your e-finance or the PostFinance App. 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