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Helvetia ImmoWorld: Kaufen & Finanzieren

Buy & finance. Protect your mortgage with the right pension coverage.

Private pension coverage in relation to property.

When you buy a home, it is worth doing a comprehensive pension analysis. We always take a holistic view of finance, amortisation, insurance and pensions – to ensure your home and family have the best possible protection.
Helvetia Vorsorgeanalyse
Is the affordability of your mortgage guaranteed?
How much money will you and your loved ones receive from the first and second pillar if you are unable to work or you die? Will the income be sufficient to continue to cover the costs of running your own home? We help you to assess and optimize your financial situation.
Start the analysis of your future financial needs
Request a consultation
Start the analysis of your future financial needs
Request a consultation

Protect

Disability pension

Mortgage affordability requires a regular income. So consider topping up the 1st and 2nd pillar: with disability insurance, you can safeguard your income should you become unable to work.

Go to disability pension

Whole life insurance

In the event of your death, the guaranteed amount is paid out to surviving dependants. Thanks to whole life insurance, your family knows their home is protected.

Go to whole life insurance

Take care of amortisation & pension provision

Performance Plan

Make amortisation payments, save taxes and benefit from rising markets thanks to attractive investment funds.

Go to Performance Plan

Guarantee Plan

The amortisation solution that lets you choose the optimal balance between security and returns.

Go to Guarantee Plan

3a fund account

The alternative to the 3a bank account. Make flexible investments, without insurance cover, and benefit from rising markets.

Go to 3a fund account

Benefit Plan

The amortisation solution with maximum planning security. When you take out the contract, you know how much your payout will be.

Go to Benefit Plan

Personal & digital. Comprehensive advice on your home.

Our experts at Helvetia and MoneyPark can advise you on all financial matters relating to the search for, purchase, ownership and sale of your own home. They also keep an eye on insurance and pensions.