Let's talk about your project - What is your objective ?

?
*Our commitment to your personnal data.

Understand the free aggregator..

This tool is offered andfree to use to enable you to compare your wealth situation with the theoretical breakdowns found in traditional finance books.


"Since money will never be more than a means to an end, we need to know what it's for!"


In wealth management, assets are divided into different sub-sections, which our aggregator categorizes as follows:
Short-term expenses Building a tangible heritage Performance Additional income on retirement Fun, Adrenaline, Irrational Entrepreneurship
*Our commitment to your personnal data.

1 - Liquidities - Accounts & Savings

?

Outstanding balances on your bank accounts.

Total - Currency Prefered

2 - Liquidities - Own Debt

?

Enter your short-term loans.

Total - Currency Prefered

* Real estate loans are entered in the following sections..

3 - RealEstate - Main Residence

?

RealEstate.

The primary residence is the place where one lives mainly....

Total - Currency Prefered

4 - RealEstate - Investment properties for rental

?

Secondary residence(s), investment(s) or property(ies) for rental..

Total - Currency Prefered

Estimate the current value of your secondary residences, rental investment(s), real estate investment trusts (REITs), and life annuities..


Outstanding loan balance to be repaid as of today for your rental properties and investment properties. Amount of the bouquet and the rents paid for life annuities.

5 - Saving Account - Middle Term

?

Financial investment(s) and placement(s)..

Total - Currency Prefered

CTO / PEA Compte Titres (Actions) + PEE Plan d'Épargne Entreprise + PEL Plan d'Épargne Logement + Assurance Vie Actions / Stock Option / Autres

6 - Saving Account - Long Term

?

Financial investment(s) and placement(s) for your retirement.

Total - Currency Prefered

Assurance Vie Fond Euro (Sans Action) + PERP Plan d'Épargne Retraite + PER Plan d'Épargne Retraite 2e / 3e Pilliers

7 - Fun & Speculation.

?

Enter the current assets of your alternative investments.

e.g. Crypto currencies, works of art, wine, forests, watches, jewelry, precious metals, raw materials, valuable collections, private equity, etc....

8 - Business assets

?

Shares held directly in companies (excluding savings plans, trading account and life insurance)..

Let's keep in touch.


Do you accept terms & conditions ?