Your situation
You have cash to invest or your money is primarily invested in low-yielding savings products? You wish to restructure your investments?
​
Our Tips:
​
- Ask for a full review of your assets, which will serve as a strong foundation for future planning
- Select vehicles that are suited to your goals: life insurance, PEA, Pinel Law, PERP, corporate structure...
- Rebalance your investment to mitigate your risk assessment and yield expectation
