FR
DEUnderstanding, managing and investing your money in Switzerland – made simple.
Clear, independent financial education to help you regain control of your finances, without jargon or unrealistic promises.
Start here to learn the basics of finance
Are you just starting out, or do you want to get back on the right track? Here are the key principles for managing your money more effectively in Switzerland.
Budget & savings
Learn how to manage your budget and save money without having to go without.
Investing in Switzerland
Learn how to invest simply, effectively and without complicated jargon, using a tried-and-tested method.
Pension provision
Understand how to make the most of the third pillar and optimise it from the outset for your retirement.
Taxes
Learn how to reduce your tax burden effectively – whilst remaining fully within the law.
The latest blog posts
On the blog, you’ll find articles on budget management, saving, investing (traditional, property, crypto), pensions, banks and financial tools.
I explain things as simply as possible, with honesty and transparency: no sugar-coating, just the truth, to help you grow your wealth in an informed way.
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Swiss finance explained in a video
On my YouTube channel, I break down the world of finance in Switzerland in a simple, honest and accessible way, to help you make better decisions in your day-to-day life.
Recognised by
Who is MoneyMadam?
My name is Elodie Sogan, founder of MoneyMadam. Since 2022, I have been sharing educational content on finance and investing via TikTok, YouTube, podcasts and this blog.
To support you even better and offer you more detailed articles and tips, I became an IAF-certified financial adviser in 2025, accredited by FINMA. This professional certification sets me apart from other finance bloggers.
My mission? To make finance understandable and accessible so that everyone can take back control of their financial future, free from sales pressure or conflicts of interest.
With my unique expertise spanning all three sectors (banking, insurance and crypto) and my regular appearances as a speaker (TEDx, banking conferences), I’ll help you organise your finances, save more effectively, make the most of the Swiss system, and invest wisely for your future plans and retirement.
Coming from a modest background, I built my wealth on my own through investment and sound financial management. Just like me, you can do it too. I’m convinced that financial independence is within everyone’s reach, provided you have the right information and apply yourself diligently.
Some figures
People who have received personalised support since 2025
Completed property purchases
Clients have exceeded the CHF 100,000 mark in assets
What they say about the support
Further reading – Support programme
Even if you have access to all the resources, it’s not easy to make the most of everything. That’s why I’ve set up my coaching programme.
My aim is simple: to help you achieve financial stability and sustainable growth, without compromise.
Together, we’ll:
- Set clear and realistic financial goals
- Answering your most important questions honestly
- Draw up a practical action plan to make the most of your finances safely
Book your free 15-minute call now, and let’s take the first step together towards a secure and prosperous financial future.
