Our Expertises
Wealth Audit
TO EFFECTIVELY MANAGE YOUR WEALTH, TAKE A VIEW FROM ABOVE…
Your family and professional situations are constantly evolving; Fraselle Consultants recommends that you take a regular global view to examine your estate with a ‘Wealth Audit’ so that you can make the right decisions & take the right steps now towards protecting your future. It’s essential to review your finances periodically so that you can define or redefine your objectives and ensure your planning is in line with your needs and those of your family.
The principle is the same as a visit to the doctor. Contact us now for an initial examination & diagnosis in order to determine your financial health; this will enable us to deliver the right recommendations to successfully maintain and improve your financial strength & wellbeing.
FINANCIAL INVESTMENT
Fraselle Consultants helps you to develop your investment behaviour so it that it is perfectly adapted to today’s financial markets. The financial markets consistently deliver performance; did you know the European stock markets have generated 9% annually and the US market
15. 5% annually over the last 20 years?
Its very often investment behaviour that reduces profit; we are here to show you how to make the best of the markets.
REAL ESTATE INVESTMENT AND LOANS
Property investment can play a very important role in your investment portfolio. Did you know that a well-structured property investment can realize a net yield of 12% - 19% annually?!
The advantages of real estate investment are well known:
- A regular income from rental payments (protected against inflation),
- The probability of making a capital gain at sale,
- You can build wealth by using credit,
- It’s also an efficient way of protecting your surviving-partner’s financial future, in the case of death.
Fraselle Consultants can work with you to locate the right property and structure the financing of your real estate project to optimize performance.
ESTATE PLANNING
Protect your family against unfortunate events.
Are they properly protected in case of death?
Pass 100% of your estate to your spouse.
HOW TO PROTECT YOUR FAMILY AGAINST UNFORTUNATE EVENTS?
In a society where we are fairly well protected by the state in terms of health care and retirement it is usual to wonder if it is necessary to protect one’s family even more so. Is this protection sufficient for your family if a partner or parent dies? The answer is absolutely NOT.
In the case of incapacity through accident or in the case of premature death of a partner or parent it is surely better to have already planned and prepared, so that rather than adding a financial problem to an already precarious situation, your family is at least financially secure & able to manage your affairs if you are incapacitated.
Did you know that in case of death, the surviving spouse will only receive 50 or 60% of pension payments? Fraselle Consultants can help you to create revenue that would pass 100% to your spouse and family.
Retirement
THE QUESTION OF YOUR FUTURE RESOURCES & INCOME IS CRUCIAL. It is essential to determine in advance your potential revenue upon retirement and what you will eventually leave to your heirs.
It’s never too early or too late to build capital and thereby potential income for your retirement and heirs. Fraselle Consultants has the expertise to provide solutions adapted to your situation.
