OptiFi: Your English-Speaking Financial Advisor on the French Riviera
We aim to perform
OptiFi is helping its customers to define and to set up the most advantageous solutions according to their personal situation and finances. We only deliver individually tailored investment plans taking into account risk tolerance and investment horizon.
Our job is to optimise the outcome respecting their risk & time constraints.
To do so, we will deliver financial recommendations after an introductory talk and a full wealth analysis.
Our range of services includes:
- Investment advisory: We accompany our clients in defining a personal strategy directly linked to their life projects
- Mortgage broker: In a low credit rate environment we look for the best financing opportunities
- Tax optimisation: We have developed, tested and proven with clients a set of simple and effective approaches to reduce their tax bill
What makes us different
As mentioned earlier, we only deliver tailored financial advice in accordance to our clients’ needs. To do so, we take into consideration all the dimensions of their life that may impact their financial situation. We truly listen to our clients and we are renowned for our personal approach, respecting their life philosophies applied to their financial affairs.
Transparency is one of our core values, as we will answer all our clients’ questions openly and hastily.
We have common objectives and consider ourselves as partners: our fees are linked to the financial success of our clients.
If you would like us to answer any questions you might have about your financial affairs, please contact us by filling the form below.
31 Rue de Paris
06 99 82 67 61
The information provided is generic and not exhaustive, a detailed understanding of the profile and the investor’s potential need being a prerequisite for personalized customization.
OptiFi cannot be held responsible for any decision taken on the basis of information contained on its website, nor the use that could be made of it. The video is neither an offer for subscription nor a personalized advice, and it cannot be considered solicitation. Any financial investment involves capital risk, and the return objective is not guaranteed. Finally, past performance does not bode well for future performance.
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