Advisory Toolkit · Switzerland
Financial Health Radar
A five-dimensional assessment that makes financial strengths, gaps and advisory priorities visible.
Assess your client across each dimension using the scoring guide below. Plot the results on the radar to create an at-a-glance view of their financial position and identify the areas that warrant deeper discussion.
Plot the current profile
Tap the ring position that matches your evidence on each axis.
Result
0/25
Average
– / 5
– / 5
Select a score on all five axes to see the assessment.
Scoring guide
Use evidence and professional judgement. 2 and 4 represent the level between the adjacent anchors. Click an anchor to set the score.
Priority rule. Any score of 1 or 2 requires discussion — use the two lowest dimensions to set the meeting priorities.
Advisory note. This radar is a structured summary, not a standalone recommendation. The assessment depends on complete, current and reliable client information. A strong total profile must not conceal a critical weakness on one dimension.
Advisory note. This radar is a structured summary, not a standalone recommendation. The assessment depends on complete, current and reliable client information. A strong total profile must not conceal a critical weakness on one dimension.
Wealth Wallet · Financial Health Radar