Mortgage financing

Make a sustainable and secure purchase aligned with your overall wealth strategy.

Assessing
Financial Capacity

  • Income, expenses and available equity
  • Borrowing capacity and resilience to interest-rate increases

Defining
the Property Project

  • Primary residence, second home or investment property
  • Investment horizon, wealth objectives and family considerations

Structuring
the Financing

  • Fixed-rate, SARON or blended mortgage
  • Direct or indirect amortisation through pillar 3a or insurance solutions
  • Property-related tax optimisation

Ongoing Monitoring and Adjustments

  • Adapting the financing to changes in income, interest rates and personal circumstances
  • Assessing the available options when refinancing, renovating or selling the property
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