By taking stock of your assets, you'll get a clear, simple picture of your financial situation.
What is a balance sheet?
Having a consolidated view of your assets can be challenging in an environment with so many service providers. By carrying out a wealth assessment, you will obtain a clear, concise, and straightforward overview of your financial and tax situation.
How can I obtain a balance sheet?
After an initial meeting, and with the help of a few documents, such as your tax return and your pension certificate (2nd pillar), we will send you your wealth assessment within 48 hours.
In just a few pages, we'll give you an overview and a complete understanding of your current wealth situation.
Each analysis is individual and will quickly lead you to a global understanding of several aspects of your situation, such as.
- your ability to save,
- the structure of your investments,
- your personal and real estate assets,
- the state of your pension provision
- and above all, ways of optimising tax.
Why carry out an asset review?
By carrying out an asset assessment, you will obtain a complete overview and recommendations for the following elements:
Your budget
Whether you can save or are in a position to spend, your budget is the starting point for establishing the feasibility of your projects.
The structure of your investments
We do not limit ourselves to managing financial assets alone. Still, we also consider the complete inventory of your assets because our expertise covers all the assets that make up your estate.
The state of your pension provision
Analyse your occupational and private pension provision to make the most of it, protect your family and ensure a worry-free retirement.
Avenues for Tax Optimisation
Controlling your tax affairs will enable you to see your projects through.
Your movable and immovable assets
Determine the right level of debt for the medium and long term and align the management of your assets with your plans.