Skip to main content

Achieve your goals with the help of a trusted expert.

How can an expert help?

An expert can help you work through your money goals and prepare a plan of action to get there. They'll also help you:

  • Achieve your goals and stay focused.
  • Get guidance and answers to your questions.
  • Save time and money.

You can download our 'Finding a Financial expert' checklist to help you define what you need and how to make sure you're choosing the right person for you.

Trusted by us.

We have personally vetted all our experts.

1. Define.

Know what you'd like financial help for, it can be vague or very specific.

2. Match.

Use our filter tool to find all the experts who can help you.
 

3. Meet.

Contact your chosen expert(s) for an introduction - no strings attached.

Please fill in the fields below to find your expert

Topics you want advice on
  • Philipp Wüst - SmartPurse Experte

    Adviser, Kloten

    Philipp

    I'm an FCA-authorised financial advisor based in Zurich. I speak English and German. I can help to support and encourage you towards a more autonomous and self-determined life...
  • Stephanie - SmartPurse Expert

    Adviser, Bern

    Stephanie

    I'm a Financial Advisor focused on supporting women in building pensions, based in Switzerland. I speak English and German. I have gained experience in the financial sector over...
  • Samuel Baumgartner - SmartPurse Expert

    Coach, Zürich

    Samuel

    I'm a financial coach who has worked in the finance industry for over 15 years. I'm based in Switzerland. I speak English and German. For over 15 years, I've worked in the finan...
  • Alexander Troschel - SmartPurse Experte

    Adviser, Zürich

    Alexander

    I am a financial advisor based in Zurich and offer comprehensive advice as a trustee and entrepreneur. I speak English and German. I am an experienced generalist with a broad n...
  • Christine

    Coach, Lachen

    Christine

    I am a private investor looking to share my financial know-how, based in Zurich. I speak German, English & French. I am a Financial Controller in diverse International Corporati...
  • Sarah Headshot

    Adviser, Genève

    Sarah

    I'm an advisor with over 15 years of financial experience, based in Switzerland. I speak English and French. Helping women to get started on their investing journey is what insp...
  • Ilana Jankowitz

    Coach, Zurich

    Ilana

    I'm a certified Mindset Money Coach and NLP Practitioner based in Zurich. I speak English & German. I'm a happily married mum of two young adults, who are now both pursuing thei...

Become a SmartPurse expert.

How do we find the financial experts for our list?

All financial experts on our website share the commitment and passion to provide empathic & quality financial advice.

Every expert has:

  • Participated in an application process.
  • Provided proof of qualification.
  • Taken part in a personal discussion.

Meet Christine:

Last year we interviewed Christine, a SmartPurse money expert. Discover more about her & her work by watching the interview.

Meet Jarrath:

Last year we interviewed one of our SmartPurse money experts, Jarrath. Find out a bit more about him, his work and how he could help you.