Does your money
already fit into your life?

Determine your own financial future
. Invest, save
and make provisions for a life
according to your wishes.

Precautionary course

More money for more life

Here you get what you need to optimize your finances. We have the right solution for every situation and every type of learner.

You can either read up on your own via our blogs, or get to your goal quickly with our video course or individual coaching.

Get started quickly yourself

Great, take your pension provision into your own hands! We are happy to support you free of charge with the following products.

Calculate pension

Calculate pension

Sad but true: 80% of Swiss people will not have enough money in old age, especially women and despite the 3rd pillar. Women and despite the 3rd pillar. Are you one of them?

Calculate pension
best pillar 3a comparison Switzerland

Find the best pillar 3a

Unbelievable – most people pay far too much for their pillar 3a and get too little return. Is there more in it for you?

3a Compare providers
Pay taxes in advance 2024

Achieving financial targets

We all need a little nudge sometimes. So let our pacemaker regularly remind you of your financial goals.

Use the reminder service

Video course with group coaching

Precautionary course

Learn everything you need to know about retirement planning: independently with videos and in a personal live call. Hundreds of participants have already disposed of their pension worries.

View prevention course

Work on your individual situation with a financial coach

Yes, but you don’t know where to start? Then we’ll find the right way to get you started and give you an overview of your financial situation, your financial products and your budget.

Yes, and you have already dealt with your finances, but would like to optimize them further? Then we can show you how to invest in ETFs, open a custody account or create a complete financial plan together.

Finanzen gemeinsam anschauen - Smolio

Know my financial situation

What you can buy today will finance you tomorrow. We show you where you stand and where you can make more of your money.

Meine finanzielle Situation kennen - Smolio

Check and compare financial products

Whether pillar 3a or ETF, we analyze the small print for you so that you can really put your money to work for your goals.

Finanzen optimiert - Smolio

Keeping income and expenditure under control

Saving doesn’t mean not having fun. We work with you to optimize your income and expenditure so that you have more money for your goals.

Finanzielle Situation kennen - Smolio

Invest in ETFs

WTF ETF? We help you make the right choice and make more of your money with sensible investments on the stock market.

Anlegen für Anfänger - Smolio

Investing money for beginners

Once is always the first time – even when investing. We’ll give you enough confidence to get started and answer your questions.

Finanzplan erstellen - Smolio

Your personal financial plan

Will my money be enough tomorrow? We look into the future and develop your long-term financial plan with you. So that tomorrow doesn’t worry you.