What kind of financial advice do you give?

We can accompany you on very specific missions such as tax optimisation, structuring and optimising your savings allocation, prepare your retirement etc.
Obviously, we can offer a full wealth analysis and will come back to you with a full set of recommendations engulfing all our areas of expertise.
Finally, we can assist you in your real estate financing. You should neglect this when building your wealth, especially in the current low rate environment.

Do you offer individually tailored investment plans?

Not only that we do offer individually tailored investment plans, but we ONLY do so !
Even two customers with identical wealth situations could end up receiving different set of recommandations as they will have different risk tolerance and different time horizon, for some or all of their assets.

How much does the advisory cost me?

The introductory talk is where we will get to know each other, and start analysing your situation will not be chargeable. As soon as we will identify some areas of improvement, we will start communicating and we will agree to a consulting fee for our services. This fee will be a mix of time spent, complexity, etc.

Our objective being to help you make or save money, we will not claim any fee if we don’t manage to do so. Our fees and reward will be closely linked to your financial success!

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