Growing and enhancing
your wealth
Our Approach
1.
Audit
The audit allows us to take a “snapshot” of your current situation. During this stage, we gather all your personal, financial, legal, and tax information. Our goal, through our discussions, is to gain a thorough understanding of your life objectives. The idea is to collaboratively create a “snapshot” of where you want to be in 5, 10, or 20 years.
This first step is formalized by providing the “Document Entrée en Relation” (DER) and signing a letter of engagement.
2.
Proposal
Once both snapshots have been taken, OptiFi’s role is to guide you towards the optimal path to reach your objectives.
We present our personalized recommendations during a second meeting, supported by a summary document provided to you.
Our proposals comply with regulatory standards and our code of conduct, taking into account all the specific details of your situation.
3.
Implementation
Before deploying the identified solutions, OptiFi provides you with a suitability report for each investment.
This regulatory document details our recommendations, explaining the objective, taxation, advantages, disadvantages, and the associated fees of the firm. We strive to pre-fill all documents to minimize the administrative burden for you.
If we need to involve external service providers like lawyers, notaries, or accountants, we are happy to collaborate with your existing contacts or introduce you to our trusted partners if needed.
4.
Monitoring
Throughout our advisory mission, OptiFi ensures the monitoring of the implemented solutions. This monitoring process helps confirm that your investments remain aligned with your personal situation, allowing us to adjust our recommendations to stay in sync with your objectives.
OptiFi is always ready to keep you informed of relevant legal developments and will support you for the long term!
