The core activity of A7 Services is brokerage in the areas of real estate financing (Crédit Hypothécaire) and insurance (Assurances) in Switzerland. The company provides consulting and brokerage services for mortgages and insurance, and supports customers in optimizing their portfolio and planning their retirement.
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Products & services
Industry:Insurance Brokerage & Consulting
✓ Offered5
Insurance brokerage
Risk analysis, insurance comparison, selection of suitable policies for individuals, self-employed people and businesses; health insurance, accident insurance, liability insurance, legal protection, life and retirement provision.
Real estate financing and mortgage brokerage
Advice and brokerage for mortgage loans in French-speaking Switzerland; purchase of a primary or secondary residence, income property, construction loan, simulation, comparison of offers and financial structuring.
Mortgage renewal and refinancing
Mortgage renewal, refinancing and consolidation of a mortgage loan for owners; optimisation of monthly instalments, revaluation of the property, financing of new projects or development of wealth.
Pension planning linked to real estate
Analysis of the impact of a purchase, a renewal or a refinancing of real estate on pension provision; planning, comparison of solutions and adjustment of the financial structure.
Real estate tax advice
Analysis of the tax impact of a purchase, a refinancing or an optimisation of real-estate wealth; consideration of wealth tax and income tax.
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