Financing Advice - Our Services

Services

Tailor-made financing advice

Take advantage of independent brokerage and advisoryservices

Real estate financing


Analysis of your situation
Independent information and advice
Purchasing capacity
Simulations
Delivery of a personalised file
Search for the best offer
Accompaniment and facilitation

Pension


Information and advice
Analysis of your death and disability coverage
Savings plans with returns
Proposal for an individualised solution
Comparison of offers
Administrative follow-up

Insurance


Analysis of your insurance portfolio.
Comparison of cover and premiums.
Neutral and independent advice.
Searching for the best offer from numerous insurance companies.
Assistance with administrative procedures

Consulting


Whatever your situation and your needs, I study and accompany you in order to help you and bring you my expertise in the different fields.

Privacy

Total discretion and confidentiality guaranteed and assured.

Years of experience
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Satisfied customers
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financement immobilier Vaud

FAQ

Questions

Except for special or extremely urgent cases, no fee will be charged

Yes, for a mortgage, in principle, you need a 20% deposit (excluding notary fees). But this may vary depending on your case.