Financial Planning

Financial Planning involves reviewing your financial data and your objectives and then recommending solutions that best suit your short, medium and long terms needs. An analysis of your personal financial position allows us to evaluate your financial risks and to identify the best financial plan that will protect you and your family against the unexpected.

An analysis of your personal financial position allows us to evaluate your financial risks and to identify the best financial plan that will protect you and your family against the unexpected.

 

Insurance
Investments

Placements FM can also advise you on specialized products and services such as travel and expatriate insurance, mortgage referral and incorporation services.

 

Other services
Our main customers

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A responsible Wealth Planning and Management

Based on a comprehensive analysis of your financial position, our team examines the best financial solutions and products available in the market. The objective: a wealth management that is profitable and responsible.

 

Practising Physicians

Physicians in training

Business and Individuals

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