According to your needs during the different stages of your life. Whatever the projects you want to carry out or the unforeseen events you have to face, our advisers can guide you in developing your financial strategy. Support at every stage of your life Preparing for your retirement (planning, unforeseen circumstances, new challenges…).
Management of your personal taxes and your estate (protection of heirs, transfer of your assets, donations, etc.).
BFP (Boussole FinancièrePlus) Constitue un réseau de distribution de produits et de services financiers comme les assurances, les placements, la gestions des dettes et credits, la planification budgétaire, et les services hypothécaires axé sur la gestion de patrimoine. Nous vous offrons un accompagnement personalisé selon vos besoins au cours des différentes étapes de votre vie. Quels que soient les projets que vous souhaitez réaliser ou les imprévues aux quels vous devez faire face, nos conseilllers pourront vous guider dans l’élaboration de votre stratégie financière.
Analyser votre situation de façon objective et de vous guider afin d’établir un plan d’avenir qui s’harmonisera à vos objectifs de vie et vos priorités.
(medical situation, unforeseen events, hazards of life, etc.).Evolution of your family (birth, minor children, blended family, change in your status, etc.). Optimization of your personal finances (return to studies, career reorientation, moving, etc.). Providing you with a tangible global future plan, supported by a multidisciplinary team. Offering you a strategy that matches the complexity of your personal concerns. Providing you with an advisor, who will make your assets work for your well-being.
BFP (Boussole Financière Plus) représente le point d’ancrage d’un ensemble de professionnels qui fonctionnent en synergie vers un seul et même but: vous aider à protéger et faire croître votre patrimoine.
Represents the anchor of a group of professionals who work in synergy towards one and the same goal: to help you protect and grow your wealth.
Our approach a tailor-made plan It all starts with your dreams, the projects you want to achieve, your concerns and what is important to you. With your goals in mind, BFP advisors will be able to offer you an overall plan for the future that will allow you to realize your projects while minimizing the risks associated with unforeseen events in your personal and professional life.
Represents the anchor of a group of professionals who work in synergy towards one and the same goal: to help you protect and grow your wealth.
Our approach a tailor-made plan It all starts with your dreams, the projects you want to achieve, your concerns and what is important to you. With your goals in mind, BFP advisors will be able to offer you an overall plan for the future that will allow you to realize your projects while minimizing the risks associated with unforeseen events in your personal and professional life.
Vos projets peuvent être nombreux et évolueront tout au long de votre vie. BFP (Boussole Financière Plus) vous accompagne dans leur realisation et vous aide à repousser les limites de votre potential en:
Represents the anchor of a group of professionals who work in synergy towards one and the same goal: to help you protect and grow your wealth.
Our approach a tailor-made plan It all starts with your dreams, the projects you want to achieve, your concerns and what is important to you. With your goals in mind, BFP advisors will be able to offer you an overall plan for the future that will allow you to realize your projects while minimizing the risks associated with unforeseen events in your personal and professional life.
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