With this financial plan, you can grow your wealth for tomorrow today!
How you can secure your full pension, save tens of thousands of francs in taxes with an independent financial plan from top experts - and don't need any financial knowledge to do so.
Proven a hundred times over, 100% legally compliant, 0% bullshit.
Save several 10,000 francs through tax optimization and bank fees
Tailor-made planning by a professional team with over 40 years of financial experience
Financial clarity: Understand where you stand and what you lack.
Secure your entire pension - maximize your payout with smart planning
Profit from the financial strategies that otherwise only the top 1% know!
4.8 from 5
Known from
Your advantages with SmartPlan
Your finances, your control
You don't give anything away - on the contrary: you get the wheel back in your hands and finally know where your money is and what it is doing for you.
Clear decision-making basis for the future
You will finally get the insight you need to make long-term financial decisions with system and certainty rather than by instinct.
Draw your full pension
Use every lever to secure 100% of your pension - with no gaps, no losses and no nasty surprises.
Tax optimised
Use legal tax strategies that otherwise only top wealth advisors know - and secure tens of thousands of francs that you won't lose to the tax office.
Flexibly adaptable to life changes
Your life changes - and your financial plan goes with it: Whether it's a divorce, job change or early retirement, your plan adapts to you, not the other way round.
Customer satisfaction
Over 1,000 people already trust us and our partners - because they understand that good planning means freedom.
‘Retirement provision doesn't start at 65 - it starts with your decision today.’
Olga Miler
Financial expert for over 25 years
Your roadmap to financial freedom
01
Initial consultation: Basis for trust & clarity
In the first meeting, we get to know each other and create a common basis for your personalised pension planning. We will clarify what is really important to you - and how we can map your goals in a clearly structured financial plan.
02
Deep analysis of your situation
Together, we analyse your initial financial situation, life goals and possible changes in the future in detail. On this basis, we make a specific recommendation that is tailored precisely to your personal life situation.
03
Financial plan: Everything prepared in a structured way
We take care of the complete preparation of your financial plan - precise, comprehensible and legally sound. You receive in-depth advice in which we show you step by step how to optimise your retirement provisions
04
Handover & Support: security for the future
After the final handover, you have everything you need to confidently implement your pension plan - without any unanswered questions. And if you do need support, we are always there for you - even for later adjustments or new phases of life.
Is SmartPlan Wealth Planning for me?
Whether you're just starting out or already have experience, this financial plan will help you manage your finances smartly for retirement.
For all those who want to retire in the next 20-5 years
Now is the right time to create maximum financial security with minimum effort.
For married couples or cohabiting couples who want to plan together
Our planning can be perfectly customised for two people - including cover in the event of death.
For people who want to know how much they can save with smart planning
If you want to make more of your money, this plan is a no-brainer.
For anyone looking for a clear basis for decision-making
No more half-knowledge: you get all the options in a compact, easy-to-understand format.
Olga Miler
Olga Miler is a fintech entrepreneur, former banker and one of the leading voices for financial education - especially for women. She has been working at the intersection of innovation, wealth management and gender finance for over 20 years.
As co-developer of the UBS Gender ETF (over CHF 1bn AuM) and founder of SmartPurse, she is committed to making financial independence more accessible to all.
Her work has been recognised internationally several times - including as a Top 100 Global Fintech Voice 2025 and LinkedIn Top Voice Finance.
Whether as a speaker, columnist or book author (‘Rich, Richer... Me’), Olga pursues a clear mission: to empower people to shape their finances in a self-determined and sustainable way.
Success stories
Be inspired by people who have achieved financial freedom with the right strategies and find out how you can do it too.
Carina
"Geldfresser gefunden"
After the first week of our money basics course, Carina tackled her budget. And it paid off - she suddenly had 100 francs left over for each month! She has now started to save and invest consistently.
Maria
"Investition gestartet"
For Maria, money was always too complicated and stressful - so she preferred to leave her finances to others. But then something clicked in one of our courses. Since then, equipped with all the important information about risks and strategies, Maria has successfully invested in an EFT and is still happy with it.
Katja
"Vorsorge optimiert"
Katja looked after her children for a long time. Thanks to our course, she realised that she therefore had quite a large gap in her pension provision - and therefore took the appropriate measures. She now has private pension insurance and more security for her future.
Sarah
"Klarheit beim Finanzanbieter"
Sarah had no overview of her finances for 10 years. She was therefore uncomfortable asking for help. Thanks to SmartPurse, Sarah finally dared to ask her bank provider for transparent information. Now she knows exactly what she needs to pay attention to, what her investments cost and what is worthwhile for her.
Carina
"Geldfresser gefunden"
After the first week of our money basics course, Carina tackled her budget. And it paid off - she suddenly had 100 francs left over for each month! She has now started to save and invest consistently.
Maria
"Investition gestartet"
For Maria, money was always too complicated and stressful - so she preferred to leave her finances to others. But then something clicked in one of our courses. Since then, equipped with all the important information about risks and strategies, Maria has successfully invested in an EFT and is still happy with it.
Katja
"Vorsorge optimiert"
Katja looked after her children for a long time. Thanks to our course, she realised that she therefore had quite a large gap in her pension provision - and therefore took the appropriate measures. She now has private pension insurance and more security for her future.
Sarah
"Klarheit beim Finanzanbieter"
Sarah had no overview of her finances for 10 years. She was therefore uncomfortable asking for help. Thanks to SmartPurse, Sarah finally dared to ask her bank provider for transparent information. Now she knows exactly what she needs to pay attention to, what her investments cost and what is worthwhile for her.
Carina
"Geldfresser gefunden"
After the first week of our money basics course, Carina tackled her budget. And it paid off - she suddenly had 100 francs left over for each month! She has now started to save and invest consistently.
Maria
"Investition gestartet"
For Maria, money was always too complicated and stressful - so she preferred to leave her finances to others. But then something clicked in one of our courses. Since then, equipped with all the important information about risks and strategies, Maria has successfully invested in an EFT and is still happy with it.
Katja
"Vorsorge optimiert"
Katja looked after her children for a long time. Thanks to our course, she realised that she therefore had quite a large gap in her pension provision - and therefore took the appropriate measures. She now has private pension insurance and more security for her future.
Sarah
"Klarheit beim Finanzanbieter"
Sarah had no overview of her finances for 10 years. She was therefore uncomfortable asking for help. Thanks to SmartPurse, Sarah finally dared to ask her bank provider for transparent information. Now she knows exactly what she needs to pay attention to, what her investments cost and what is worthwhile for her.
Frequently asked questions
Why should I have my financial plan developed by SmartPurse?
What exactly do I get with the SmartPlan pension plan?
What information do I need to bring or prepare myself?
For whom is this financial plan really suitable - and for whom not?
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