Complete assistance for real estate investments, Mortgage financing, tax strategy, financial planning
Financing for real estate acquisition and credit renewal

  • First appointment – three hours to plan your dossier
  • All the banks at your service. Learn the interest rate details for each bank simply by giving us your email address.
  • Analysis and choice of loan terms, fixed and variable rates with our negotiating center.
  • Attractive mortgage rates for current and future owners due to our important business volume
  • Our customers choose a bank that suits them and we negotiate the lowest rates depending on their situation
  • Rengotiation of mortgage loans on favorable terms
  • Notary fees (transfer land, house) included in budget
  • Amortisation strategies – direct and indirect comparison with the third pillar tax
  • Tax: computation of income tax, according to new commune/canton (Rental value, maintenance costs, interest deduction, tax withdrawal LPP)
  • Analysis of the three pillars of pension provision (life savings, death, disability)
  • Strategy for retirement savings and early retirement to maintain your property in good condition
  • Benefit from the accumulation of years of significant experience and expertise. Average age of our advisors: 45