The dream of owning your own home raises many financial and insurance-related questions. This is exactly where MoneyPark and Helvetia come in: MoneyPark, a Helvetia Baloise Group company, offers independent mortgage and real estate advice, while Helvetia contributes its expertise in insurance and pension issues – two brands, one employer.

I have been working at MoneyPark as a mortgage advisor since 2018 – a conscious decision after getting to know the rather rigid and inflexible banking world. MoneyPark is different: here I have the freedom to find individual offers for our customers that are precisely tailored to their needs. Thanks to our network of over 100 partners, we can offer tailor-made financing solutions. And that's exactly what makes my work in the Swiss mortgage world so varied and exciting.

From the initial consultation to the optimal solution, I work closely with customers, developing individual financing concepts that go beyond a conventional banking solution. I explain connections, provide clear and transparent advice and help people to realize their dream of owning a home – regardless of whether it involves financing, pension provision, insurance or tax aspects.

My day-to-day work is incredibly multifaceted: I am in close contact with customers, coordinate with partners and put together the right solutions. I find liaising between laypeople and experts particularly exciting – it’s this mix of the right communication and the opportunity to really make a difference – so that I too can develop personally in the financial world.

It's not always easy to convince customers on the phone – they usually only know me via the Internet, from an advertisement or through a recommendation. Gaining their trust by telephone within ten minutes and persuading them to set up a personal meeting to discuss their financing is a difficult but also exciting challenge.

So how do you succeed? By enjoying dealing with people, really listening and thinking in a holistic manner that goes beyond pure financing. Because I have the flexibility to structure my daily work independently, I am exactly where my customers need me – on site or online. Supported by a strong Helvetia team, in which we encourage each other and grow together, I can create real added value for my customers with MoneyPark.

Every property is unique – that’s what fascinates me about my work. My goal is to ensure real win-win situations for buyers and sellers alike. I provide support with in-depth expertise, from the market value estimate and tax aspects to the key handover at the notary’s office.

To be successful in this industry, you need a can-do mentality. I spend around 80% of my time with customers or on the road. From viewings to negotiations – no two days are the same. Discipline and a willingness to go the extra mile are essential.

What sets MoneyPark and Helvetia apart as employers is the high level of trust they enjoy: as many customers already have a connection to the Group, traditional cold calling is almost entirely unnecessary. We offer everything from a single source – a huge advantage when it comes to consulting. My most important lesson? Clear communication, empathy and honesty are key to guiding people securely through the sales process.