(Disclosure: Some of the links below may be affiliate links)
Here are some recommendations for the products I use and like. I know that many of these services can be helpful to you too! These are only services I use or services I would use myself.
To invest your assets directly yourself, you will need a broker account. If you want a Swiss broker, I recommend Swissquote. For foreign brokers, I recommend Interactive Brokers. I have more recommendations for you on my Investing Recommendations page.
Everybody needs a bank account! But there is no need to pay expensive fees for this account. You can have a free account with Neon. Neon is a good digital account I would currently recommend to everybody. To learn more about this great bank account, read my review of Neon.
For more information on banks, learn about the Best Swiss Banks.
The easiest way to start investing is to invest the money from your third pillar. Since the money is blocked for many years, they are great for long-term investing. For this, I am using Finpension 3a. I have more recommendations for you on my Investing Recommendations page.
Robo-Advisors are a great way to invest if you are not ready (or not wanting) to invest by yourself. You will pay more fees each year, but you will save a ton of time, and this beats not investing.
Selma is a great Robo-advisor to get started investing, even with low amounts. They have very reasonable fees. You can read more about it in my review of Selma.
If you already know about investing (even a little), you may want to look at True Wealth. They have outstanding fees and allow you to invest very aggressively and with great control. Read more on my review of True Wealth.
One simple to get some extra money is to answer surveys online. For that, I recommend using Ampuls. They are the best services I have found, and I have used them to generate several hundreds of CHF. For more details, I have an article about more options for online surveys.
Using a good credit card is important. You should use a credit card without an annual fee. On top of that, you should then try to maximize your cash back. Currently, the best credit card is the Certo One credit card. You can read my article about the best credit cards in Switzerland.
If you want to save money, you will need to find the best services for your money. Moneyland has great independent comparators available for you: telecom, mortgages, insurances, and more! You will find what you need for each service!