Real estate
Supporting your property projects with an asset, financial and insurance perspective.
Request adviceYour property is part of an overall strategy.
Purchase, ownership, letting or succession: we analyse the points that affect protection of the property, financing, pension planning and your wealth.
A global view of the project and coordination of its financial and insurance aspects.
Building, household contents, liability and cover suited to the type of property.
Taking your long-term goals, your family and succession into account.
Links with mortgage financing, pension planning and financial capacity.
The stages of a property project
- define the project and overall budget
- verify financing capacity
- protect the property from handover
- coordinate pension planning and mortgage
- plan spouse protection
- anticipate long-term ownership
How we work
- ProjectGoals, budget, timetable.
- FinancingCapacity, equity, structure.
- ProtectionBuilding, contents, liability, legal protection.
- ManagementFollow-up, renewals, adjustment.
Your questions, our answers.
Which insurances does a property need?
Depending on the canton, building insurance may be compulsory with a cantonal institution; owner’s liability and contents insurance are usually added. We check your case.
Can you help me sell or let?
Our role covers insurance, pension planning and financing; we coordinate with your other real-estate professionals.
A property project deserves a 360° view.
Before you commit, let’s check that your project, your financing and your protection are consistent.