Wealth Audit
Fraselle Consultants can carry out an in-depth ‘Wealth Audit’ to assess your current situation; to analyse your current financial & property investments and advise if these are performing properly and efficiently. We will then advise you on how you could modify your portfolio of investments to maximise return and present you with other options that could make your money work harder for you.
The objective of a Wealth Audit is to examine if your current investments are in line with your economic objectives in the short, medium and long term and then to suggest improvements & other investment strategies to achieve these goals. The achievement of these defined objectives can benefit from regular check-ups and in the same way as your family doctor, Fraselle Consultants can be with you over the long term to answer all your financial questions and to ensure the health of your financial estate is maintained. Just as there are frequent break-throughs in medicine, the financial world is constantly moving forwards and the right advice can ensure you make the most of the latest products available.
TOP 5 QUESTIONS ABOUT MONEY:
1. What is the net profit on my financial investments & how can I improve it?
2. What are the most profitable real-estate investments?
3. How can I maintain my standard of living into retirement?
4. How can I minimise my income tax and/or wealth taxes?
5. How can I diversify my investments whilst limiting income tax?
TOP 5 QUESTIONS ABOUT HOW TO PROTECT MY FAMILY:
1. How does my marital status (marriage, civil partnership/PACS, cohabitation) impact on the management of my assets?
2. How can I optimise the transmission of my estate to my loved ones?
3. How can I financially assist my children and/or grandchildren; for example with their studies or in the purchase of a property?
4. In the case of death how can I protect my family and maintain the standard of living of my spouse and children?
5. If I divorce, what would be the impact on mine and my family’s financial situation?
Fraselle Consultants also has specific advice & solutions for business owners on how to minimise capital gains, on how to distribute dividends and how to prepare for retirement.
In conclusion, with a personalised study of your finances, Fraselle Consultants can advise you on how to establish an effective & flexible investment strategy so you can look to the future with absolute serenity. It’s crucial that you have absolute confidence & trust in your wealth management advisor; we believe in earning that confidence & trust by working with you side by side in the long-term to bring results and success. Fraselle Consultants has already brought added value to the portfolio’s of hundreds of clients with their ‘upstream’ thinking, solid experience & ability.
So for complete transparency, one last question needs to be asked; what is the price of a full Wealth Audit? 460 € TTC
In addition, Fraselle Consultants can offer its clients VIP access to a Wealth Management Subscription that offers complete peace of mind, including:
- 6 Annual newsletters,
- A package of 5 appointments per year,
- 2 breakfast meetings in the offices of Fraselle Consultants in the south of France on a wealth management or legal theme with recognized experts,
- An annual evening presentation with us and various experts in wealth management, followed by cocktails & canapes,
- Priority treatment of your emails & phone calls,
- And many other privileges.
A modest monthly subscription of 32€ TTC gives you access, at any time to a member of the Fraselle Consultants team. We pride ourselves on our availability and responsiveness and are standing by to accompany you in all your financial planning, so you can invest serenely for the future.
