Towards financial independence!

Your work, your business or your investments bring you income. How can you best optimize these resources to enable you to reach your various objectives, while securing your resources?

AD VISUM EXPERTISE accompanies you in the valuation of your assets, the definition of your different financial objectives and the follow-up of the evolution of your assets.

Our support in the evolution of your assets is for you the guarantee of having at each stage the best adapted advice, while ensuring you and your family a maximum protection against the hazards of life.

The logic of AD VISUM EXPERTISE's experts concerning wealth management is the same as the one we apply to the support of companies. It is not a question of size or stage of development, but above all a question of vision and means to determine the actions to be implemented.

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An asset assessment:

We make an inventory of what you own but also your debts, your incomes and your expenses. This approach allows us to have the most accurate picture of your assets and the constraints you have to face (expenses).

Establishment of your profile and definition of your objectives:

During our discussions, we develop your risk profile based on your risk aversion. This means that we determine the level of risk you are willing to accept for investments. We also focus on determining your short and long term goals.

Proposal :

At the end of the two previous steps, we are able to propose a wealth strategy that can lead you to achieve your different objectives while taking into account the constraints you will have to face.

After these steps, we accompany you in the implementation, the follow-up and the adaptation according to the evolution of your environment.

The logic of AD VISUM EXPERTISE's experts concerning asset management is the same as the one we apply to the accompaniment of companies. It is not a question of size or stage of development, but above all a question of vision and means that determine the actions to be implemented.

Contact us