Personalised real estate planning
A dedicated financial advisor analyses your complete situation and builds your property purchase strategy in French Switzerland.
What is real estate planning?
Real estate planning is an in-depth meeting with a certified financial advisor. Unlike a simple online simulation, this service analyses your complete financial situation (income, assets, pillar 3a, occupational pension, expenses) to determine your actual buying capacity and build a strategy tailored to your profile.
Complete financial analysis
Income, expenses, personal assets, pillar 3a, occupational pension — everything is taken into account.
Real buying capacity
No rough estimates: your exact mortgage capacity according to Swiss banking criteria.
Personalised strategy
A concrete action plan: when to buy, how much to save, which property to target.
Access to exclusive matching
Your profile is activated to receive property proposals that exactly match your criteria.
How does it work?
You book an appointment
Online, free of charge, in less than 2 minutes. Your advisor contacts you within 24 hours to confirm.
Planning interview
45 to 60 minutes by video or in person. Your advisor analyses your situation and answers all your questions.
You receive your plan
A personalised report with your buying capacity, possible scenarios and concrete recommendations.
Matching activation
Your buyer profile is activated. You are notified as soon as a property matches your criteria.
Who is this service for?
First purchase
You want to buy your first primary residence and don't know where to start.
Property investment
You want to diversify your assets with a property in French Switzerland.
Refinancing
Your mortgage is coming to term and you want to optimise your conditions.
Secondary residence
You are considering the purchase of a chalet or holiday property in the Alps.
Start your property project
The planning appointment is free and non-binding. Your advisor comes to you or meets you by video according to your preference.