Financial management

Manage your money cleverly

We are often tempted to spend money but it is important to keep in mind that saving money is very important.

For example, 10% of your monthly income can be set aside in emergency savings. Also set aside 10% in long-term savings and 10% in associations and charities. This means that it is recommended that you learn to live on 70% of your income.

Savings plan

There are several kinds of savings plans. Each of them responds to specific needs, do not hesitate to ask for advice. The secret to saving is to find the right product for your profile. The different types of savings include: company savings plan, home savings plan, share savings plan, etc.

Financial Markets

A distinction is made between markets in general where several products can be traded and specialized markets where only one security is traded.
Savings plan


Stock Markets and World Markets

Speculators interested in the financial market around the world must be interested in the fluctuation of indices. These markets include Dax, NASDAQ, S&P500, CAC40…
Brokers trade financial securities, commodities and various assets whose costs reflect supply and demand.–

Securities include stocks and bonds, agricultural commodities and precious metals.

The market economy relies on the interaction of buyers and sellers. Actors allocate resources. A distinction is made between capital markets, derivatives markets, quotations and money markets.

Markets can be classified by type of assets: equity markets, interest rate markets, foreign exchange markets, and stock exchanges. There are also market classifications by type of financial instrument.


Tax Fundamentals and Economy

Property wealth tax, property tax, the fall in rental yields have not discouraged people from investing in real estate. Thanks to crowdfunding platforms, many real estate projects were financed.

Tax Fundamentals and Economy
Tax Fundamentals and Economy
Tax Fundamentals and Economy
Tax Fundamentals and Economy
How to invest in the real estate market

How to invest in the real estate market ?

Investors interested in the returns generated by investing in stone can turn to non-trading property investment companies or different organism. Buying REIT units involves entrusting the management of rental assets to a management company.


Financial freedom, building new sources of income

Financial freedom is also the satisfaction of being able to do what he or she wants at any time. It is becoming more and more complicated to make financial assets profitable. Nowadays, you have to earn a return on your capital. There are strategies to build new sources of income.

Financial freedom
invest in rental property

Constituting a heritage

Why invest in rental property ?

Investing in rental real estate is a project that consists of buying a home with the aim of renting it out. This operation makes it possible to receive additional income and build up an asset. The investment can be optimised thanks to tax advantages.

Tax benefits reduce income tax. In order to take advantage of the tax system guaranteeing tax deductions, it will be necessary to accept a commitment to rent. Taxpayers who pay taxes can benefit from adapted tax exemption solutions. Rental investment is the only way to build up assets financed on credit. The 3/4 of the investment is reimbursed by the collection of rents. As for the balance, it is reimbursed by a tax saving as well as the reduced savings effort.