mortgage

• would it be better for me to rent or buy a property?
• take a loan in a bank or in an insurance company?
• would it be a good idea to withdraw the money of my second pillar pension fund to buy a house?
• what amount to ask to the bank?
• 600'000.- of debts, is that a lot in my situation?
• 1st, 2nd rate, mortgage note, notary public's expenses, renovation fund, pledge... what is this about?

bancassurances.ch can help you by

• answering your questions
• lanalysing your situation and advicing you on the amount to borrow
• preparing the file and handling the negociations with the potential lenders (banks and insurance companies)
• advicing on the necessary insurance coverage for a purchase or building (as well for building insurance as for your family insurances)
• comparing rates and negotiation of the terms of the loan
• assisting in the contact with vendor, notary, lender...

investments

• general study of your investments
• advice on asset allocation
• connect with banks (private banks, big banks) and follow-up