INDEPENDENT INVESTMENT ADVICE
Invest with confidence, wherever you are on your investment journey
Just getting started and unsure where to begin? Or already investing and wondering whether your money is really working for you?
In a free introductory consultation, our experts help you assess where you stand today. Clear, impartial, and completely pressure-free.
WHY SMARTPURSE
What you can count on with us
Qualified & Regulated
Registered in the advisor registry, affiliated with Ombudsman Financial Services Providers (OFD), and backed by a team with decades of hands-on financial expertise.
Transparent & Independent
Your success is our priority. We provide objective, transparent advice that serves your interests alone. Whenever we have a financial interest in a solution, we disclose it openly.
Advice That Empowers You
You leave with more than a recommendation: you understand the reasoning behind it. So you can make better financial decisions long after our conversation.
Can you answer these questions about your money?
What is your current investment solution really costing you?
Do you know the total amount you pay each year—not just the visible fees, but all costs combined?
Does your investment strategy still reflect your life today?
Or was it set up years ago and never reviewed again?
Do you know why your current investments were recommended?
And whether those recommendations were truly made with your interests in mind?
If you're unsure about even one of these questions, that's exactly what we're here for. Book a free call without commitment to learn how we could support you.
20 minutes | online | Free & without obligation
OUR SERVICES
Practical advice, tailored to you
Every recommendation is based on your personal circumstances, not product targets or sales incentives. Clear, transparent, and easy to understand.
Portfolio Review
You are already investing through a bank or on your own, but unsure whether your portfolio truly matches your goals.
We review your ETFs, stocks, fees, risks, and performance benchmarks, then provide a clear assessment of where you stand.
Personalised Portfolio Design
You know you should be investing, but you're not sure how to get started and want a clear entry, made for you.
Together, we'll build an investment strategy that truly suits you. Tailored to your goals, lifestyle, and risk tolerance.
Independent Wealth Manager Search
You want professional support without having to manage everything yourself and want to know which provider suits you best.
Through ZWEI Wealth's network of more than 300 providers, we help identify the solution that best fits your needs. Fully transparent, with any financial interests clearly disclosed.
1:1 Coaching Session
You have a specific question and need a straight answer, no full analysis.
Whether it's comparing ETFs, reviewing your brokerage account, or choosing the right platform, you'll get practical guidance in a focused 60-minute session, no preparation required.
Start with a free introductory call
Meet us in a short introductory call and we'll help determine which service best fits your situation, before you commit to anything.
YOUR ADVISORY TEAM
Certified, Experienced, Independent
Our advisors bring decades of experience from leading financial institutions and work exclusively in the best interests of our clients.
Meet Your Advisors
OLGA MILER
More than 20 years of experience at the intersection of wealth management and financial education. Former banker, fintech entrepreneur, and certified financial advisor.
MICHAEL WEISS
17 years of experience with Credit Suisse, Morgan Stanley, and other leading financial institutions. Specialist in financial markets, derivatives, and strategic decision-making in complex situations.
READY FOR MORE CLARITY?
Your money deserves an objective review
Whether you're just starting out or already investing, a free consultation can help you understand where you stand today and what your next step could be.
Frequently Asked Questions
Do I need to bring documents or figures to the call?
No. The purpose of the consultation is to understand your situation, not to test your knowledge. If you already have a portfolio, it helps to have a rough overview, but it's not required. We'll figure out together what's relevant. Many of our best conversations start with: "I don't even know where to begin."
What happens after the initial consultation?
You'll get an honest assessment of whether and how we can help you further. If a follow-up consultation makes sense, we'll discuss the next steps and costs together, transparently and with no obligation.
Is there a minimum amount needed to make this worthwhile?
There's no minimum. We work with people just starting their investment journey as well as those with existing portfolios of very different sizes.
How do you ensure your advice is truly independent?
Our advice is guided solely by your needs, not by sales targets or product incentives. Any financial interests are disclosed transparently. We are registered in the advisor registry and affiliated with Ombudsman Financial Services Providers (OFD).
What does the advice cost?
The introductory consultation is free. Any further engagement depends on your situation and will be discussed openly and transparently. We work with investors across a wide range of financial circumstances.
How much time will it take?
The introductory call takes 20–30 minutes and is held online at a time that suits you. Afterwards, you'll know exactly how we can help and whether you want to continue.
How are you different from traditional bank advisors?
We're not tied to any bank or product provider. That allows us to consider the full range of available solutions and explain exactly why we make each recommendation. Any financial interests are disclosed transparently.