Personal and Integrated Financial Planning
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Contact usTo meet our clients' needs for objective, integrated personal financial planning, our experts work with them to help them make informed choices about their finances, financial projects, estate planning and so on. We help them make the best decisions to optimise their overall tax situation and ensure the financial security of their family and loved ones.
By combining a number of areas of expertise with our clients' personal situations, we are able to offer them a comprehensive, objective planning solution that is unique in the market.
We bring together our financial, investment, tax, legal, protection, estate and corporate experts to analyse and propose unbiased solutions, so that our clients get the most complete picture possible of their situation, and so that we can guide them towards the best personal financial planning solution.
Our ongoing support means that we adjust the various elements of the solution as the situation evolves, while always taking a global and comprehensive view of it, which makes our service unique in the market.
What we offer
A complete balance sheet of assets and liabilities
Projection of assets over time and validation of asset accumulation and disbursement
Analysis of the situation on death (tax, inheritance liquidity, legal aspects, etc.)
Predictive analysis in the event of an incident
Advice and guidance in seven key areas of financial planning
Personalised, objective recommendations and advice tailored to your situation
Regular review of the situation and any necessary adjustments