1
Discovery session
Free · 45 min · No commitment
An initial conversation to understand your situation, goals and concerns. Together, we assess whether guidance could be valuable and in what form.
Independent financial adviser and planner
Your wealth deserves
a clear vision
Tailored financial planning, in complete independence. I guide you with transparency and rigour to protect, structure and grow what you've built.
Our philosophy
Advise, never sell
Your situation is unique. That's why every recommendation is built from your reality, not from a product catalogue.
Fees are transparent and discussed upfront. No solution is offered for what it earns, but for what it brings you.
Trust
Independence
Serenity
Bespoke
Listening
Efficiency
Services
Guidance at every stage
From the first meeting to annual reviews, each step is designed to bring you clarity and peace of mind in managing your wealth.
2
Initial financial audit
Comprehensive wealth diagnosis
An in-depth analysis of your entire financial situation: income, expenses, savings, pension, taxation, succession. You receive a structured report with concrete recommendations.
3
Retirement planning
Preparing the transition with confidence
Comprehensive simulation of your retirement income: OASI, occupational pension, 3rd pillar. Analysis of contribution buyback options, annuity / capital arbitration, and tax-optimised withdrawal strategies.