How to contact us ?

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Either to put into competition, for example your loan, car, home, mutual, multi-risk professional, credit insurance ...

(service offered in addition to the possibilities of comparing and subscribing online)

 

Either to ask us for a study of your portfolio, life insurance contract...

(service offered or charged for time spent)

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Either we start with a more comprehensive "snapshot" of your current situation, then clarify with you your objectives and coverage needs by carrying out a complete audit of your civil, economic, insurance and tax situations for your entire tax household. (Prices studied according to the time spent)

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In any case, our first meeting without cost or commitment , in person or by videoconference, will allow us to get to know each other and determine what to do next, or not.

 

Whether or not you believe you have sufficient assets to be professionally managed, we will see together that they exist. Its volume is only a secondary issue for us, initially. Its amount will only become of primary importance, for us also, when, based on your objectives, we define together a way of managing it so that you achieve your objectives .

 

Your objectives and not only those of your depositary or manager, bank or insurance company, in particular.

We only have clients, neither big nor small.

 

Then, after analyzing the specific elements that you provided to us as part of the asset audit (price based on time spent), we will come back to you to propose a strategy, direction and initial concrete actions.

Optimizing the management of your assets (both personal and professional) requires civil optimization,

economic and financial situation that will be specific to you, from there, we will be able to optimize your taxation.

 

What's the point of paying less tax today if it doesn't help you achieve your life goals?

The tax savings are just the cherry on the cake, which is not very tasty without other benefits.