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placements fm
Helping you to get a clearer picture
Financial planning

Our approach is based on respect, listening and transparency. Our mission:

  • Define your financial objectives and set a course of action to achieve these goals.

  • Choose investments that best suit your position and your needs.

  • Evaluate your insurance needs and offer the best solutions on the market.

  • Provide access to a network of specialists who share our approach.


What does this mean to our customers?

We regularly meet with you to discuss your plan:


  • A first meeting to assess your current position and your needs.

  • A follow-up meeting and the presentation of the Financial Plan.

  • A minimum of one follow-up meeting per year.

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