informed investing
you are
our activities
Inheritance engineering
Wealth management consulting aims to set up a global optimization strategy for
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Investment advice
The investment advice allows us to benefit from our analysis of the investment vehicles within the selected
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Credit broker
Real estate investment is an essential asset in the development and diversification of heritage.
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Cultivate your assets to achieve true
freedom as well as
personal & family legacy
Gary Vigier
OptiFi’s CEO
our support
1.
Audit
2.
Proposals
3.
Establishment
4.
Follow-upThroughout our collaboration, we involve you in each decision, in order to define the strategy that will allow you to optimize your wealth development as well as your monthly savings capacity.
All the solutions that are proposed and implemented comply with regulatory standards and our code of conduct.
our values
Transparency
We do our best to provide you with clear and transparent advice.
We are therefore committed to answering all your questions openly and promptly.
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Demystification
Does the financial and economic world seem distant to you?
We are here to help you see more clearly, and above all to give you all the keys to understanding.
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Excellence
This is expressed on several levels, but above all towards our customers.
As such, defending the interests of our clients is at the center of the relationship that we develop.
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