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Votre conseiller en gestion de patrimoine sur Toulouse

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Qui sommes-nous ?

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Place de l'investissement se définit comme une communauté d'experts en gestion de patrimoine ayant pour vocation d'agir dans l’intérêt du client en toute indépendance.

Place de l'investissement a pour ambition de fédérer sur tout le territoire national des conseillers indépendants en gestion de patrimoine agrée par l'ORIAS et/ou l'AMF afin de vous apporter ce conseil de proximité sur toutes les problématiques du patrimoine (achat-vente d'un bien, succession, retraite, placements financiers, immobiliers, crédits, assurances) avec un processus clair et transparent tout au long de la relation client.

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NOTRE APPROCHE

Une approche simple en 3 phases permettant de comprendre les attentes des clients en terme de gestion de son patrimoine et ainsi délivrer un conseil personnalisé et sur mesure.

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Lors de ce premier RDV, nous faisons connaissance et nous collectons tous les éléments permettant de préparer votre bilan patrimonial avec les axes ou vous souhaitez vous orienter

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Nous vous présentons votre bilan patrimonial et nous établissons et nous mettons en pratique les choix retenus lors de cet entretien. La répartition pourra etre ajuster dans le temps

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Vous recevez des rapports de gestion réguliers et nous faisons le point chaque trimestre sur vos placements. l'accompagnement et la fidelisation est une valeur essentielle pour nous.

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NOS PôLES DE COMPÉTENCES

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investissements financiers

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investissements immobiliers

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agence immobilière

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financements

(prêts Pro ou particuliers)

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courtage en assurances

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patrimoine

(prévoyance, succession, retraite)

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Vous avez un projet? laissez-nous  un message

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