Investment advice and wealth strategy | Baussant Conseil
Our job: to support you in a personalized global strategy for the management of your assets, in complete independence.
We offer you personalized follow-up. For this, our business revolves around two main areas:
Our consulting missions come in two forms:
Our team of advisors can produce global audit or establish a specific advisory note on several subjects such as:
This formula allows you to benefit from a personalized service, consisting of:
Saving you time, in particular by relieving yourself of the main administrative formalities.
After specifying your personal objectives, we will offer you a selection of suitable investments, selected according to our rigorous specifications.
We systematically justify our choices in writing, presenting the essential characteristics of these solutions, their main advantages and their risks. You will be able to make your decisions with full knowledge of the implications and characteristics.
Our main areas of intervention: life insurance, retirement savings, SCPI, PEA.
Some services will be subjected to fee invoices in accordance to our letter of mission witch will specify the objectives, the calendar, as well as the amount of the fees.
Baussant Conseil (*) also receives commissions and / or retrocession of commissions paid by product promoters (one-off costs, recurring costs, transaction costs, marginal costs and fees associated with ancillary services). Baussant Conseil can provide any additional information on the nature and amount of its compensation upon request.