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.
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.
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.
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.
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.
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.
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.