Padié Conseil Patrimoine

Wealth management advice

Don't let your money sleep anymore...

Are you saving but your money doesn't earn you anything ?

You want :

• Financially anticipate certain projects ?
• Prepare or consolidate your retirement ?
• Obtain additional income ?
• Reduce your taxes ?

Everyone is eligible regardless of their level of income, savings, assets or their ability to save. 

A three-step support mission :
 
1 - Discovery of your objectives : At this stage, we will take the time to discuss each of your objectives using a game called Discovery. The objective? Take the time to discuss subjects that we rarely have time to discuss on a daily basis. We will create and formulate perfectly personalized recommendations ;
 
2 - Presentation of my recommendations : This is where, with pedagogy, I will share with you the most effective route to achieve each of your objectives ;
 
3 - Selection of suitable solutions : Once the recommendations have been validated, we will look for the best solutions to enable you to implement them. The possible solutions can be both financial and real estate.
 
We can meet at your home or by video.
 
Need a free telephone appointment ? Click on this link : https://calendly.com/cabinet-aurelien-padie/prise-de-rdv?month=2023-04.