Complimentary first consultation — Free financial assessment, no commitment Book now →
🎯 Our method

From the first conversation
to wealth that looks like you.

No endless forms. No jargon. No waiting. Three clear steps to build your strategy — always in the right order.

01

The review — free & no commitment

A 60-to-90-minute meeting to understand your situation and identify priority levers.

  • Mapping of your current situation: income, wealth, taxes, life projects
  • Identification of concrete 3-, 10- and 20-year goals
  • Analysis of existing assets (investments, real estate, cover, retirement)
  • Delivery of the DER (Engagement Disclosure Document) per MiFID II
  • No selling, no pressure — you leave with a clear picture
⏱ 60-90 min📍 Nancy or video💶 Free✋ No commitment
02

The strategy — clear, quantified, prioritised

Within a week, you receive a bespoke wealth plan in writing.

  • Concrete prioritised recommendations
  • 5-, 10-, 20-year quantified projections with transparent assumptions
  • Recommended tax wrappers (PER, PEA, life insurance, SCPI…)
  • Market comparison (open architecture, 50+ partners)
  • Quantified annual tax and wealth gain
  • Clear action roadmap
⏱ 5-7 days📄 Written document🔓 Open architecture
03

Execution — fast and supported

Véloci supports you on every account opening, subscription, investment — then long term.

  • Coordination of all openings (life insurance, PER, PEA, SCPI, real estate)
  • Full administrative support — you sign, we orchestrate
  • Regular check-ins (at least annual, often quarterly)
  • Proactive adjustments to market and life changes
  • Clear, concise performance reporting
  • Direct access to Nicolas — guaranteed 24h business reply
  • Coordination with your accountant and notary if needed
📞 24h reply📊 Regular reporting🔄 Long-term follow-up
🎯

What sets our method apart

We always start from your concrete life goals — not from financial products. No catalogue, no "product of the month". Every recommendation comes from a personalised analysis and is explained until you understand it perfectly. The final decision is always yours.

Ready to start with step 1?

60 to 90 minutes to take stock. Free, no commitment, in Nancy or by video.

Book my review →