3 reasons to choose our investment advice
Benefit from our advice and guidance to invest with confidence and according to your choices.
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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.
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.
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.
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.
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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