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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryAssociations & Interest GroupsProfessional & Trade AssociationsLucerneDachverband Budgetberatung Schweiz
Dachverband Budgetberatung Schweiz Logo
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Dachverband Budgetberatung Schweiz

Summary

About the company

The core activity of the company 'Dachverband Budgetberatung Schweiz' consists of independent consulting and support for private individuals in creating and implementing household budgets, as well as providing information and further education offers for private individuals, professionals and companies in the field of finance.

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Professional & Trade Associations
✓ Offered11
Budget resources
Budget examples, budget templates, budget calculators, a budget app, a budget chatbot and a household ledger for creating, implementing and monitoring your personal budget.
Personal budget counselling
Personal counselling for private individuals to work out a budget and for new impulses in complex financial and household matters.
Budget examples
Budget examples for different incomes and life situations as an initial guide for rent, insurance and other typical expenses.
Budget templates
Excel templates to download and customize for your own budget planning.
Budget calculator
Online calculators to create, save, edit and download budgets as PDF or Excel.
Budget app
Free app for iPhone and Android for monitoring your budget, recording expenses on an ongoing basis and keeping control of budget targets.
Courses for private individuals
Online courses on personal budgeting, with fundamentals on budget items, implementation, savings options, taxes, provision and insurance.
Diploma course in budget counselling
Diploma programme for professionals with mandatory modules, specialist seminars, study time, professional support and individual coaching.
Further training and specialist seminars
One-day specialist seminars on budget competence, social insurance issues, debt, retirement, maintenance law, women and finances, and counselling skills.
Specialist advice and tools
Specialist advice, anonymised case discussions and budget examples, templates and tools for supporting people with budget questions.
Membership
Membership for organisations and self-employed budget advisers, with specialist information, discounted further training, specialist counselling, members’ area and work aids without watermarks.
Press

Media

April 2, 2026Media
Angespannte Haushaltbudgets - Hohe Wohnkosten: Wie viele finanzielle Reserven sollte man haben?
srf.ch
October 27, 2025Media
Kostenfalle Kindergeburtstag: Eltern zahlen für Clowns, Ponyreiten oder Europapark-Ausflüge
bernerzeitung.ch
January 29, 2025Media
Mehr als doppelt so viel: Budgetberatung Schweiz empfiehlt mehr Sackgeld für Schulkinder
tagesanzeiger.ch
January 29, 2025Media
Schulkinder sollen wegen Teuerung jetzt mehr Sackgeld erhalten
nau.ch
August 19, 2024Media
Budgetberatung: So sind Familien von Ausbildungskosten betroffen
20min.ch
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Location

Inseliquai 8
6002 Lucerne

At a glance

Legal form
Association
UID
CHE-113.972.812
Founded
2021 · 5 years
Last commercial register change
August 5, 2024
Employees
11 to 20

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