For a perfect retirement
Who wouldn't want to know exactly what their future holds?
From the age of 50, Planifique helps and accompanies you in your choices in order to allow you to make the most of what you have experienced during your career.
Let's discuss your retirement project together
Tell us about your background and your goals, we will discuss together the scenarios and issues that concern you
Optimize your retirement with tailor-made planning
01
Personalized advice
We all have a unique background and for this reason, we also need advice related to our situation.
02
Clear and precise scenarios
Faced with the multitude of possible choices, benefit from numerical comparisons to make decisions corresponding to your objectives.
A planning method for a unique journey
Step
01
Exchange 15 minutes during an initial call to present your retirement project.
Step
02
Meet with one of our advisors for an informative initial interview.
Step
03
Our planners will calculate the various possible scenarios for you.
Step
04
We will give you your detailed report during a new interview.
Step
05
Planifique will follow you until your retirement and even after!
Why plan for retirement?
- Know precisely the amount of your income after taxation.
- Avoid unpleasant surprises and unexpected taxes.
- Make sure you get the most out of what you've contributed during your career.
- Compare different scenarios before making your choices.
- Achieve your goals through careful preparation.
Questions/
Answers
Anyone over the age of 50 who wants to optimize and prepare for retirement.
Beyond the possible and achievable tax savings, Planifique's services consist in bringing you serenity and visibility concerning all your future choices related to your retirement. By meeting with us, you will be able to have a plan that will allow you to achieve your goals.
The goal of planning is above all not to lose money by making bad choices that are often irreversible and can lead to significant tax losses during retirement.
We will support you in choosing to exit the 2nd pillar, the splitting of the retirement capital outflow, the renewal of your mortgage as well as on a potential early retirement.
We first offer initial informative interviews in order to learn about your situation and your goals, after which we will send you an estimate that you are free to accept or not.