Wealth management Advice

Wealth management advice

A key asset for your life projects

Taxation, regulations, returns, risk... There are plenty of topics to master when it comes to saving. The situation becomes even more complex as these topics are interlinked. This is why it is essential to be assisted by a wealth management advisor. Thanks to a comprehensive 360-degree analysis of your assets, they will work with you to establish the best possible strategy, in perfect collaboration with your banker, broker, lawyer, or notary.

Axylium has specialized advisors and offers you the benefit of this service in the form of an “à la carte advice” or on a “subscription (package)” basis.

The Role of a Wealth Management Advisor

Lack of time, lack of knowledge... It's difficult to answer these questions alone. To make sure you make the right choices, why not turn to a wealth management advisor? Contrary to a common misconception, you don't need to be a millionaire to use their services. Do you want to build or grow your wealth? Are you setting aside money every month? The advisor will help you construct the best possible wealth strategy and guarantees:

  • A personalized service
  • A long-term partnership
  • A relationship of trust

Advice and services

Our advice and services encompass a comprehensive approach to help you answer the following questions:

  • How do I select and finance my real estate investments?
  • Which type of loan should I choose?
  • How can I save money?
  • How can I insure myself?
  • How do I transfer my business?
  • How do I pass on my wealth?
  • How do I structure my salary package?