Financial planning is the first step to taking control of your financial life. Working with an independant Financial Planner is the easiest way to achieve your long term goal.
Your financial needs
Our financial services includes :
- Investment planning.
- Strategy to safely accumulate wealth
- Retirement planning
- Tax income optimization
- Estate planning
- Wealth management
- Credit line and personal loan
- Tips for savings and budgeting
- Early retirement
- Cash flow management
Before you begin to think about investing, you need to think about how you feel about risk. Risk sensibility is the first step of a good investment planning. Risk is a part of all investing and can’t ne avoided. Although you can’t avoid risk, you can certainly minimize it by using proven investment strategies, and at the same time, increase your returns.
We can help you:
- Minimize the taxes you pay in France
- Maximize your investment returns
- Handle your day-to-day finances
- Increase your savings and optimize the growth of your wealth
- Look after your dependents in case of death or disability
- Make your retirement years more confortable
- Secure your wealth
- Improve your cash flow
- Have more confidence in your financial decisions
We provides the greatest variety of financial solutions available. Unlike other financial planners, we don’t advise our clients to invest only in in-house products.
Who We Are
Our office is based in Angers, one and a half hour by train from Paris. Our job is to apply our financial knowledge and expertise to your situation. The result will be a personal financial strategy custom-tailored for you.
Etienne BROIS, independent Financial Advisor, has created the company in 2008 after 10 years experience in an international company. Etienne BROIS also spent few years in Hong Kong (China) and Sydney (Australia), therefore, he is fluent in english.
Please contact us by following this link.