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Action plan for your first home purchase
Get your personalised plan for free to turn your rent into a property project. No commitment, with a certified advisor.
Why start your project today
Homeownership doesn't happen overnight. Here's what a well-built plan gives you, step by step.
A credible bank application
Calmly build the equity you need to convince a bank and secure financing for your future home.
Lower taxes every year
Depending on your canton and situation, you can reduce your tax bill by roughly CHF 1,500 to 2,500 per year.
Your family protected
If life takes a hard turn — death or loss of earning capacity — your project and your loved ones stay protected.
Savings that work for you
Your savings effort stays 100% yours and grows at your own pace, month after month.
A legacy you can pass on
What you set aside today builds an asset you can pass on to those who matter to you.
Ready to take the first step towards ownership?
How it works
You sign up
Fill in the form in under a minute. Free and with no commitment.
A free call
A certified advisor reviews your situation and answers all your questions.
Your personalised plan
You receive a clear roadmap to move forward with your property project.
Your questions, our answers
Is it really free?
Yes. Signing up, the call and your personalised plan are entirely free and come with no commitment on your part.
Is this a scam?
No. Optimis is an independent Swiss comparison service. We connect you with a certified advisor who supports you — you stay free to make your own decisions at every step.
How much do you need to start?
Every project is different. Many people start their plan with a savings effort from CHF 300 per month, adjusted to your income and goals.
Am I required to commit?
Not at all. You receive a plan and advice. You then freely decide whether — and when — you want to move forward.
Your property project starts here
Take the first step today. Get your personalised plan and move towards ownership at your own pace.