Your home.
Solidly financed.
From financing to value retention, we support you with the purchase, the mortgage and long-term wealth-building around your home.
Real estate with substance.
For many, home ownership is the biggest financial decision of their lives. To keep it sustainable, we look beyond the purchase price at the whole picture: financing, affordability, taxes, pension and protection all interlock. That turns the dream of a home into a solid foundation for the future.
As an independent advisory house we negotiate mortgages across numerous providers and choose the structure that fits your situation. We accompany you from the first assessment to well beyond signing, clearly, transparently and with foresight.
Discuss financingEverything around your property.
From financing through purchase to long-term value retention. One contact coordinates every thread around your home.
Financing and mortgage
We compare mortgages across numerous providers and structure the financing optimally to your affordability.
Buying and selling
We support you with valuation, due diligence and handling, so that buying or selling succeeds without nasty surprises.
Value retention and management
We keep an eye on the condition, costs and value of your property and plan reserves and renovations with you.
Pension and home
We connect your financing with your pension and your family’s protection, so your home is permanently secure.
Finance with
a clear conscience.
A good property financing shows not on signing day, but over the years. We make sure your mortgage stays affordable, is arranged in a tax-smart way and that your family is protected in every situation.
Optimal mortgage structureWe combine terms and models so that interest security and flexibility stay in balance.
Affordability and amortisationWe ensure the financing stays affordable long term and plan amortisation with foresight.
Tax optimisationDirect or indirect amortisation, maintenance and deductions are structured for tax effect.
Protecting your familyWe reliably protect your home in the event of illness, disability or death.
Into your own home
in four steps.
The path to your own home is clearer than it seems. We structure it into clear stages, support you with every decision and stay by your side even after you move in.
Discuss financingAssessment
We clarify your budget, your wishes and your affordability, creating an honest starting point.
Financing concept
We design the right mortgage structure and factor in pension, taxes and protection from the start.
Implementation
We gather offers, negotiate the terms and coordinate the process through to signing.
Support
We monitor interest trends and deadlines and get in touch in good time when an adjustment makes sense.
Answers about your home.
What future owners often wonder about before the first meeting.
Calculate affordability
Check whether your desired property is affordable in the long term. We calculate with an imputed interest rate, maintenance and amortisation.
Simplified calculation based on common benchmarks. The definitive assessment is made individually.
Beratung vor Ort: Hypothekenberatung in Zürich