Are your savings really well invested?
Savings accounts, life insurance, SCPIs, financial investments… Are your current solutions still suited to your goals?
At Tolteka, we review your existing investments to identify opportunities for improvement and offer you solutions suited to your situation, your plans and your attitude to risk.
Reviewing your investments
Taking stock of your current savings: return, fees, tax, availability and level of risk. Life insurance, PER, securities account, PEA, PEE, PERCO… For each investment, we tell you which are optimised and which offer new opportunities.
Identifying new opportunities
Looking for better-performing investment solutions suited to your wealth goals. Because the return on your savings has a major impact on your capital over time, optimising your allocations is essential.
€100,000 invested for 15 years generates:
- at 3%: 155 797 € in capital
- at 5%: 207 893 €
- at 7%: 275 903 €
A difference of €120,106 over 15 years, for just 4 extra points of return.
Building a personalised strategy
Finding the right balance between potential return, risk, tax and the availability of your savings.
