Choosing the right investments requires asking the right questions: what are my objectives ? Do I need liquid capital ? Am I capable of managing the investments myself ? To effectively address your concerns, we have gathered the best solutions for investing or growing your savings in line with your goals.
Growing your capital, transferring it under the best conditions, or obtaining additional income. Life insurance is a versatile tool for savings.
It provides access to a wide range of high-performing life insurance or capitalization contracts.
With the Retirement Savings Plan (PER), reduce your taxes today by defiscalizing and invest in your future. After studying your profile, we will propose tailored solutions so that you can make the most of your golden years.
Real Estate Investment Trusts (SCPI), Collective Real Estate Investment Funds (OPCI), and Real Estate Investment Companies (SCI)... Each with its own specifications, they allow you to invest in "paper" real estate without having to manage rents and by pooling risks.
Contribute to the economic development of overseas territories by investing in small businesses or real estate. Help businesses with less than 10 employees reduce their costs and invest in their growth. Support an agricultural enterprise, a cinema, or renovate a hotel... and benefit from the returns, a secure model, and immediate tax reductions.
Your Plan d'Épargne en Actions (Equity Savings Plan) allows you to capitalize on a diverse portfolio of European company stocks for long-term savings and to generate additional income. After the government's efforts to enhance this type of savings and increase transparency, the PEA is more advantageous than ever for those who don't want to compromise on the performance of their savings.
The Pacte Law greatly simplifies the investment landscape, and here is a non-exhaustive list of how you could benefit from it: - Transfer your loans and insurance contracts to another institution to obtain more advantageous repayment conditions or monthly installments that better suit your financial situation. - Creation of the Retirement Savings Plan (PER). With the PER, the law aims to simplify and make more flexible both retirement savings products and their operating rules.
Since 2005, we have been assisting a wide variety of profiles in benefiting from French tax advantages, achieving their goals, and navigating economic trends or personal events.
That's why we work tirelessly to find the solutions you need to create, enhance, and maintain your wealth, across all time horizons.
Financial investments involve a risk of capital loss. Past performance is not a reliable indicator of future performance.
The value of unit-linked investments is not guaranteed: it may fluctuate upward or downward depending on financial market movements.
Before making any decision, clients should review the Key Information Documents (KID / KIIDs) and ensure that the product is suitable for their situation, objectives and investment horizon.
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