complete your projects!
DARE
Optimize your assets to secure your future!
I help you manage your financial and real estate assets with a personalized approach.
Tax reduction, retirement planning, financing studies or transferring assets, I advise you on tailor-made solutions.
Take advantage of 2 free meetings to define your investment objectives and strategies.
Contact me to start your project!
Appointment 1
Collect and prioritize all of your goals
Understanding your financial flows (monthly/annually)
Carry out your financial assessment
Mission letter
Appointment 2
Carrying out a feasibility study based on resources and objectives
Selection of the best real estate and financial supports
Use of the most appropriate legal and tax measures
Appointment 3
Appointment 4
Risk/return profile
Choice of area / theme
Strategic plan
Partner selection
Advisory report
Anticipation of your personal development (income development, inheritance, etc.)
Adaptation to market developments
Active legal and tax monitoring
Situation analysis
Solution study
Investment
Long-term monitoring
MES SERVICES
60% of French people have difficulty preparing for their retirement, due to insufficient savings and a lack of information on suitable solutions to supplement their future income.
Sur 33 millions de Français 32 millions ne sont pas accompagnés.
More than 50% of French people have a real estate investment project, but many are not aware of the tax levers that can optimize their profitability (e.g.: Pinel, land deficit).
70% of French people are unaware of the advantages of life insurance in terms of wealth transfer, a key tool for estate planning and reducing inheritance tax.
The French inherit an average of €100,000 each, but nearly 30% of this sum goes to inheritance tax. Good estate planning can reduce this impact.
France has one of the highest inheritance tax rates in Europe, with allowances often insufficient for high property or financial values.
85% of French people have savings of less than €100,000 , which shows that a large part of the population does not have substantial or well-diversified assets. This underlines the importance of appropriate wealth management.
L’indépendance financière commence par la gestion de son patrimoine. - Suze Orman