Skip to main content

Find an expert you can trust

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
  • Melina Scheuber

    Coach, Zürich

    Melina

    The good feeling of being financially secure in every respect, be it today or even in old age, is very important to me. Financial issues are always with us, because goals and needs...
  • Désirée Dosch - SmartPurse

    Coach, Zürich

    Désirée

    I worked in the financial industry for over 15 years in various international management positions. As a financial services expert and former Head of Women Segment EMEA in a Swiss...
  • Angela Choi

    Coach, Geneva

    Angela

    I am a Financial Coach who loves to share my expertise and experience to help you to achieve your financial goals. I am based in Geneva and speak English and Chinese. Originall...
  • 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 Planner focused on supporting women in building pensions. I speak English, German and French. I have gained experience in the financial sector over many years, ...
  • 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. I speak English and French. Helping women to get started on their investing journey is what inspires and motivates me....
  • 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...

How can an expert help?

Our experts help you work through your money goals & achieve your dreams. They'll help you:

  • Stay focused on your financial plan
  • Get simple 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.

Download our checklist

Why can you trust our experts?

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
     
Interested in becoming an expert?