Real estate purchase
Check feasibility and optimise your financing from the outset — equity, tax, pension — so you can buy with confidence.
Find out moreReal estate financing
Overview — six complementary areas of expertise
From buying to protecting your household: the same topics as the Services menu, in short form. Each dedicated page explains the process, the issues and the practical benefits.
Sellers
Optimise your sale: releasing the mortgage, timing, capital gains tax and coordination with your next project or retirement.
Find out moreMortgage refinancing
Renegotiate at the right time: compare banks, choose between fixed and variable rates, and decide based on your tax situation and wealth goals.
Find out moreProperty & retirement
Align your mortgage and second pillar to preserve your standard of living, ease the tax burden and plan ahead with peace of mind.
Find out moreProperty owner taxation
Deductions, taxation of imputed rental value, cantonal levers: plan ahead to pay less, legally.
Find out moreInsurance & your home
Death, disability, separation: size your insurance in line with your debt and protect your household for the long term.
Find out moreLet's talk about your project
A first 15-minute conversation, without obligation. I answer your questions and explain whether ongoing support would make sense.
Book a call — 15 minFINMA-regulated activity