Your start to building wealth – with financial plans from SmartPurse
Whether you are just starting to work, want to put money aside or simply want to know how you can make secure long-term provisions: Here you will be given a clear and realistic roadmap.
Proven a hundred times over, 100 % legally compliant, 0 % bullshit.
Take advantage of the compound interest effect and secure the chance to retire with a substantial portfolio
Customised planning by a professional team with over 40 years of financial experience
Financial clarity: Understand where you stand, what you lack and how the world of finance works
Develop a long-term strategy that not only secures your pension but multiplies it
Profit from the financial strategies that otherwise only the top 1% know!
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Your benefits 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.
Making the right decisions for the future early on
You will finally get the insight you need to make long-term financial decisions with system and certainty rather than by instinct.
Relaxed wealth building without sacrifice
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
Start now and retire in comfort!
01
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.
02
Set goals that fit your life
Whether it's travelling, owning your own home or securing your future: your plan is based on your dreams. We clarify what is really important to you - and how we can map your goals in a clearly structured financial plan.
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 Basic for me?
Whether you're just starting out or already have experience, this financial plan will help you manage your finances smartly for your future.
Do you want to take your first steps in financial planning?
If you're between 20-40 years old and looking for a clear start to your financial planning, you've come to the right place!
If you want to build up financial security early on.
Are you unsure about the right way to protect yourself for old age at an early stage? We'll show you the steps you can take now to protect yourself for old age.
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
We provide you with all the options in a compact, easy-to-understand format - so you can get started straight away!
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?
Olga Miler is not only the founder of SmartPurse, but was also a Managing Director at UBS for many years - she knows the systems, strategies and optimisations that are otherwise only available to the top 1%. Today, she makes this knowledge accessible to all women who want to take their retirement provision into their own hands - simple, understandable and 100% tailored to your life situation.
What exactly do I get with the SmartPlan Basic?
You will receive a comprehensive, tax-optimised financial plan that shows you exactly how you can build a long-term strategy early in life to secure your retirement. From the strategy and specific steps to recommendations for your individual situation - you'll get everything you need to grow older in a relaxed and financially secure manner.
What information do I need to bring or prepare myself?
All you need is an overview of your current financial situation - e.g. income, existing pension solutions, savings plans or pension fund statements. We'll take care of the rest together during the consultation - you don't need any prior knowledge or special preparation.
For whom is this financial plan really suitable - and for whom not?
SmartPlan Pension is ideal for people aged between 40 and 60 who want to actively secure their pension early. It is particularly helpful for anyone who works or has worked in Switzerland, wants to take on their own financial responsibility and is not interested in confusing pension documents or vague recommendations.
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