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SAVING AND INVESTING

Easy Investment Advice

IN PRACTICE

Guidance for investors

Easy Investment Advice provides tailored investment advice. Your adviser will guide you as needed, based on your specific requirements, such as tax-advantaged investments, achieving a project, or growing your capital. Once your money is invested, you don't need to do anything else.

THE BENEFITS

Tailored investment advice

Your adviser will guide you, providing all the necessary information to choose a suitable investment. They are available to answer all your questions and give you the right solutions.

MORE INFO

A meeting to start investing

To start investing, schedule a meeting with your adviser. They will assess your financial situation, goals, and knowledge of investing and sustainability. They will then direct you to a suitable investment solution.

A solid savings reserve before investing

Before starting to invest, take advantage of tax-advantaged savings options and build a solid savings reserve. Discuss this with your adviser.

3 reasons to choose our investment advice

Benefit from our advice and guidance to invest with confidence and according to your choices.

Investments tailored to you

Your adviser will assess your situation by asking you specific questions. Based on this, they will direct you to investment solutions that perfectly match your needs. If your financial situation changes, they will be available to check if your investment choice still aligns with your goals.

Investing according to your choices

Your adviser will propose investments based on your financial situation and the level of risk you want to take. Ultimately, you decide how to invest your money. Count on us to provide solutions perfectly adapted to your needs.

Maintaining purchasing power through investing

Savings account interest rates are lower than annual inflation. In other words, your money loses value. By investing, you have the opportunity to maintain, and even increase, your purchasing power.

Benefit from our investment advice

Schedule a meeting

An adviser will review your goals, financial situation, knowledge, and experience with you. They will then create an "occasional" investor profile. Based on this profile, they will propose investment solutions and explain, transparently, the risks, fees, and taxes involved. You decide. Your adviser will only subscribe to the products you select. This meeting lasts approximately one and a half hours. Note that if you want to invest with someone else, such as your spouse or another person, you must attend this first meeting together.

Shorten your meeting by taking the lead: complete the knowledge and experience test, if you haven't already, and consult our videos and knowledge sheets.

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