Services
Personal and / or corporate financial planning - Retirement analysis - Analysis according to cost of living (budget) - Investment portfolio management - Tax efficiency of investments - Estate analysis - Analysis of the life / disability / critical illness insurance portfolio
In addition to this, you need to know more about it.
We have three service offers in addition to our full analysis services:
- Platinum
- Gold
- Silver
In addition to this, you need to know more about it.
During our meetings and with the help of my various analysis programs, we will assess your needs together in order to clearly define the objectives and your expectations. This will allow us to see if the recommendations are still in the direction of achieving your short, medium or long term financial goals. The adjustments will obviously be made during our discussions or when I assess the opportune moment to propose a recommendation.
Obviously, additional meetings can be added considering significant life events such as:
- Birth of a child
- Marriage or union
- Purchase or sale of a business
- Purchase or sale of a primary or secondary residence
- Death, inheritance - Divorce, separation, marital status
Personal and / or corporate financial planning
In an ever-changing world, we take the time to study the demands as well as your financial needs that stand out. We then examine the possible strategies for each of our clients, using powerful tools and resources. Contact us today to find out about our services.
