Webinar replay
Property project
Making my property project a reality
Do you have a property project in mind? Let's discuss financing your primary or secondary residence or buying an investment property!
-
01.
Should I buy a property now?
-
02.
Should I opt for a variable or fixed rate?
-
03.
What is the right level of debt over the long term?
-
04.
What is the impact on my tax situation if I buy or sell?
Secure
Property investments involve certain risks. Our specialists ensure that the amount of the loan and the associated charges comply with several security measures.
Structure
To become an optimal part of your asset structure, the financing strategy for a property must be based on economic and tax considerations.
Prepare
Defining your budget is a crucial stage in any home-buying project. To begin with, you need to put your down payment and borrowing capacity into perspective. Then, you need to factor in the purchase costs, ancillary expenses, renovation work, and the impact that property investment will have on future taxation and cash flow.
Transfer
There are various ways to ensure that your children inherit a property during your lifetime, such as a gift. Our experts will be happy to help you assess the best strategies.
-
Primary
residenceYour primary residence isn't just a place to live; it represents a haven for your family, symbolizing security and stability. Our team of experts is here to support you with a comprehensive approach, covering everything from the structure of your financing to your purchase's financial and tax implications.
-
Secondary residence
Do you prefer the beach or the mountains? What if now was the right time to make that dream come true? Whether you want to hit the slopes or treat yourself to a piece of paradise on the edge of a lake, choose the mortgage that will make your dreams come true.
-
Yield property
Nous comprenons l’importance des propriétés locatives pour générer un revenu stable sur le long-terme. Nos solutions de financement personnalisées vous aident à tirer le meilleur parti de vos investissements immobiliers.
Slide n°1
Slide n°2
Slide n°3
Mortgage loan
With competitive interest rates and flexible repayment terms, mortgages offer a secure option for financing your property ambitions.
Lombard Loan
Lombard Loans can meet needs in terms of cash flow while protecting your investments. It allows you to benefit from the value of their liquid assets.
-
Required Documents
When you're considering a property project, there are several essential documents you need to provide to analyse your case.
-
Identity document
-
Last full tax return -
3 most recent balance sheets and profit and loss accounts for self-employed workers -
Proof of your equity capital -
Sales brochure/property details
-
Ready to take the plunge?
If you have any further questions or want more information about Lombard loans and mortgages, please do not hesitate to contact our dedicated team, who will be happy to help you.
A life project is not something you share with just anyone.
Dedicated experts in every field.
-
From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
-
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
-
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
Slide 1
Slide 2
Slide 3
Academy
-
Wealth solutions
Build, grow, and preserve your wealth.
-
Pension planning
All you need to know about pension planning for people and for businesses.
-
Financing
Financing options for your real estate project.
-
Investment
Resources to learn the fundamentals of investment or to specialize.
Slide 1
Slide 2
Slide 3
Slide 4