Your financial start · Tools
Finance Check
Answer 10 quick yes/no questions and get an instant, honest read on your financial health — plus a tip for every area you can improve.
1.Do you have an overview of your monthly fixed costs?
2.Do you have an emergency fund worth 3 net salaries?
3.Do you invest regularly via an ETF savings plan?
4.Do you know your current tax rate?
5.Have you reviewed an income protection (BU) policy?
6.Do you know what your statutory pension will be later?
7.Do you use government incentives (e.g. Riester, VL)?
8.Have you considered real estate as an investment?
9.Do you have a written financial plan?
10.Do you compare your insurance policies at least every 2 years?
All calculations are simplified estimates for information and education only — not investment, tax, insurance or legal advice (§34f/§34h GewO). No guarantee of accuracy.