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Resolve SA

Summary

About the company

Resolve SA is an independent mortgage brokerage that assists clients in obtaining financing for owner-occupied, secondary and investment properties. The company combines an online platform with specialist advisors to compare lenders, prepare loan applications and provide guidance on pension planning, insurance and tax optimisation.

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Offering

Products & services

Industry:Financial Services

✓ Offered6

Mortgage financing

Mortgage financing for the purchase or renewal of a property, with offer comparison and optimisation of interest rates, down payment and financing terms.

Retirement planning advice

Retirement planning advice linked to the real estate project, including analysis of Pillar 3a/3b, direct or indirect amortisation, disability and death coverage, and a retirement planning assessment.

Tax optimisation

Analysis of the tax implications of a property purchase, long-term tax optimisation and integration of tax considerations into the financing and retirement planning strategy.

Solutions for private bankers

Real estate financing solutions for private bankers, family offices and wealth managers, with protection of the client relationship, alternative financing and administrative support.

Asset protection

Financing brokerage for wealth clients, with lender selection, analysis of credit policies, interest-rate strategy, international solutions and holding structure.

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Resolve SA

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Resolve SA

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