Make better decisions around the home.
Whether buying, renting or selling, we help you to act with financial security and better weigh up the risks.
More than just a duty when it comes to Real estate
Whether buying, selling or refinancing - real estate decisions are major projects. Affordability, mortgage, equity strategy - many people overestimate their options or underestimate the long-term burden. We help you to get clarity before it gets expensive.
Why is the topic important
What you need to look out for
Is the financing also sustainable after retirement?
Which PK/3a funds can you contribute?
What are the tax implications of the mortgage?
of the Swiss are caught in mortgage traps - staggered terms make it almost impossible to change banks. Those who fail to plan remain trapped.
What we do for you
We examine your financing or sales strategy - soundly, independently and practically.
Sustainability & equity strategy
Hypo comparison and recommendations
Integration of your pension and tax strategy
Sustainability & equity strategy
Hypo comparison and recommendations
Integration of your pension and tax strategy
Your contact person
After more than 15 years of experience, I can see that many people lose their financial freedom of movement due to poorly coordinated mortgages. You remain trapped - without realizing it.
Philippe Muntwyler
Make better decisions around the home.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
