Annual gross salaries
Include partner / spouse salary
Bonus
Bonus treatment:
Swiss banks typically use the 3-year average at 100%.
Additional income
Swiss banks typically count 60–80% of gross rental income. The effective amount used in the affordability calculation is shown above.
Property
Property type:
Acquisition costs
Default values reflect typical Swiss acquisition costs. Transfer tax varies significantly by canton (0% in some, up to 3.3% in others). Adjust to match your canton.
Equity & Structure
2nd pillar (LPP)
3rd pillar (3a/3b)
FINMA rules note.
Rate & Mortgage type
Mortgage type:
Theoretical rate note.
Property running costs
Affordability verdict
Actual rate
Theoretical rate 5%
≤33% ✅ Standard | ≤38% 🔶 Exceptional | >38% ❌ Refused
Borrowing capacity — Summary
Max loan based on income (33%, 5% test) Max loan LTV 80% + pledge
Required loan with your equity
Missing equity for 33%
Monthly summary
Actual5% theo.
Interest / month
Amortisation / month
Running costs / month
Total monthly
Gross monthly income
Debt ratio
Annual affordability
Actual5% theo.
Rate applied
Annual interest
Amortisation / year
Running costs / year
Total charges / year
Debt ratio
Mortgage structure
Market value
Cash net after acquisition costs
Effective equity
Hard equity (excl. LPP)
Total mortgage
1st mortgage (≤65%)
2nd mortgage (65–80%)
LTV nominal / effective
Hard equity / market value
Income & Acquisition costs
Annual gross income
Monthly gross income
Purchase price
Transfer tax VD
Notary + registry
Total acquisition costs
Total cost
Total equity committed
Tax impact — Hypothetical withdrawals
Reduced rate note.
LPP3rd pillarCombined *
Amount withdrawn
Estimated tax
Effective rate
Net after tax
* Combined amounts note.
Comparative analysis: Withdrawal vs Pledge
Net annual delta note.
LPP only3rd pillar onlyCombined (same year)
Amount concerned
Interest saving / year
Annual return if kept
Net annual delta
Withdrawal tax (one-off)
Break-even
Verdict

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