Use this financial plan to secure your assets in retirement!
With SmartPlan Retired, you get a personalised financial plan that protects your existing assets, distributes them wisely and ensures that you can enjoy your future to the full.
Proven a hundred times over, 100 % legally compliant, 0 % bullshit.
Save several CHF 10,000: Protect your assets against inflation
Intelligent planning of your current payouts
Financial clarity: Understand where you stand and what you lack.
Secure your entire pension on an ongoing basis - maximise your payout with smart planning
Profit from the financial strategies that otherwise only the top 1% know!
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Your benefits with SmartPlan
Your finances, your control
Your assets remain protected and flexibly available, even in retirement.
Secure payment plan for a relaxed retirement
You finally get the insight you need to make financial decisions with system and certainty rather than by instinct.
Draw 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.
Protection against unforeseeable costs
Your life changes - and your financial plan goes with it: Whether it's caring or other changes, 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
Enjoy a carefree retirement ‒ here's how:
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
In-depth 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 your pension
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 Retired for me?
Whether you're just starting out or already have experience, this financial plan will help you manage your finances smartly for retirement.
If you are already retired or about to retire.
Now is the right time to create maximum financial security with minimum effort.
If you want to ease the financial burden on your family without sacrificing your own quality of life.
Our planning can be perfectly tailored to your goals - including cover in the event of death.
If you want to protect your money intelligently and still enjoy it.
If you want to make more of your money, this plan is a must!
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 have my financial plan developed by SmartPurse?
To ensure that your money is optimally utilised and protects you in the long term. 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 Retired?
You will receive a comprehensive, tax-optimised financial plan that shows you exactly how you can secure 100% of your pension and avoid unnecessary losses. From 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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