Try Finance HQ for free with a 7-day trial

*Enter code NOV10 at checkout and get 10% off your first 6-months monthly membership, or 10% off an entire annual plan. Ends 30th November.

Essentials

CHF 75 /month

For those needing essential financial guidance to keep them on the right track to their goals.

Financial Roadmap - Essentials

expand_more
  • Risk Assessment and Evaluation
  • Personal Goal Navigator

1x credit a month to Ask the Experts

Review meeting every year

Latest content from the Knowledge Hub Library

Full Finance 101 database

Financial tools and calculators

Invitation to members-only virtual events

Investor

CHF 300/month

For those needing more sophisticated support, including in investments or safeguarding of assets.

Everything in Visionary plus:

Financial Roadmap - Investor

expand_more
  • Estate, protection and insurance planning
  • Independent investment portfolio review
  • Investment strategy and asset allocation models

Your own dedicated Finance HQ Guide, whenever you need them

Review meeting every 4 months - option for 1 in-person meeting

Enterprise

Contact us

Interested in memberships for your staff? Finance HQ offers a unique employee benefit for your teams.

Email: info@financehq.ch

Essentials

CHF 67.50 /month
billed yearly save 10%

For those needing essential financial guidance to keep them on the right track to their goals.

Financial Roadmap - Essentials

expand_more
  • Risk Assessment and Evaluation
  • Personal Goal Navigator

1x credit a month to Ask the Experts

Review meeting every year

Latest content from the Knowledge Hub Library

Full Finance 101 database

Financial tools and calculators

Invitation to members-only virtual events

Investor

CHF 255/month
billed yearly save 15%

For those needing more sophisticated support, including in investments or safeguarding of assets.

Everything in Visionary plus:

Financial Roadmap - Investor

expand_more
  • Estate, protection and insurance planning
  • Independent investment portfolio review
  • Investment strategy and asset allocation models

Your own dedicated Finance HQ Guide, whenever you need them

Review meeting every 4 months - option for 1 in-person meeting

Enterprise

Contact us

Interested in memberships for your staff? Our plans offer a unique employee benefit for your teams.

Email: info@financehq.ch

Full Features List

Essentials
Visionary
Investor
Your Financial Roadmap
Initial virtual meeting
30-minutes
45-minutes
60-minutes
Personal risk assessment and evaluation   
check_circle
check_circle
check_circle
Personal goal navigator 
check_circle
check_circle
check_circle
Retirement planning strategy 
-
check_circle
check_circle
Personal cashflow and budget analysis 
-
check_circle
check_circle
Estate, protection and insurance planning 
-
-
check_circle
Independent investment portfolio review 
-
-
check_circle
Investment strategy and asset allocation models 
-
-
check_circle
Ongoing Direct Support
Submit questions
1 per month
Up to 3 per month
Unlimited
Virtual review meeting
1 per year
Up to 2 per year
2-3 per year, with option to meet face-to-face
Allocated a personal financial guide
-
-
check_circle
Knowledge Hub
Knowledge Hub Library
Latest content
Entire database
Entire database
Finance 101
check_circle
check_circle
check_circle
Financial tools and calculators
check_circle
check_circle
check_circle
Invitations to member-only virtual events
check_circle
check_circle
check_circle

Essentials

Visionary

Investor

Personal Financial Roadmap
Initial video meeting
30-minutes
45-minutes
60-minutes
Personal risk assessment and evaluation
Goal navigator
Budget Analysis
Retirement planning strategy
Cashlow modelling
Estate, protection and insurance planning
Independent investment portfolio review
Tailored investment strategy and asset allocation models
Ongoing 1-to-1 Guidance
Submit questions to financial experts
1 per month
3 per month
Unlimted
Roadmap review video meeting
Every 12-months
Every 6-months
Every 4-months, with option to meat face-to-face once a year
Your own dedicated Finance HQ Guide
Financial Education
Knowledge Hub Library
Latest content
Entire Library
Entire Library
Finance 101
Financial tools and calculators
Invitations to member webinars
Database search engine

Essentials

Visionary

Investor

Personal Financial Roadmap
Initial video meeting
30-minutes
45-minutes
60-minutes
Personal risk assessment and evaluation
Goal navigator
Budget Analysis
Retirement planning strategy
Cashlow modelling
Estate, protection and insurance planning
Independent investment portfolio review
Tailored investment strategy and asset allocation models
Ongoing 1-to-1 Guidance
Submit questions to financial experts
1 per month
3 per month
Unlimited
Roadmap review video meeting
Every 12-months
Every 6-months
Every 4-months, with option to meet face-to-face once a year
Your own dedicated Finance HQ Guide
Financial Education
Knowledge Hub Library
Latest content
Entire Library
Entire Library
Finance 101
Financial tools and calculators
Invitations to members webinars
Database search engine

Plan FAQs

What is subscription-based financial planning?
expand_more
What are the benefits of subscription-based financial planning?
expand_more
Can Finance HQ help me manage my money overseas?
expand_more
Do I have to invest, want to invest, or have a minimum amount to invest?
expand_more
Can I upgrade or downgrade my plan?
expand_more
Can I sign-up for a free trial?
expand_more
Can I cancel my Finance HQ membership?
expand_more