The review, free &
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
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, 40+ partners)
- Quantified annual tax and wealth gain
- Clear action roadmap
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
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.
France: a champion saver, but poorly advised
With a savings rate of 17% (one of the highest in Europe), French households put money aside, but on Livret A passbook accounts whose €935 billion is not working to its full potential. Only 27% consult a financial advisor before investing their money. There are 12 times more wealth advisors in Germany than in France.