Credit and insurance - Wealth Management and Advisory Services - Mandelieu 
FR

Credit and insurance

Engage a broker to finance, secure, and optimize your projects...  

Amortizing loans, interest-only loans, customized loans - access a wide range of banking options with the guarantee of enjoying the best fixed or variable rates. Our advisors will accompany you through the process of assembling your applications, taking charge of finding the most attractive rates in the market, providing you with professionalism and peace of mind.

Borrower insurance,
rhymes with peace of mind 

Loan insurance covers all or part of the repayment installments or the remaining outstanding capital of a loan in the event of certain events such as death, partial or total permanent disability, or total and irreversible loss of autonomy. You can discover the loan insurance that suits you best through loan insurance simulator.

Home Loan, to envision the future, today.

Since January 1, 2022, the conditions for obtaining a home loan have become stricter to limit over-indebtedness.
We put all the odds in your favor to secure a home loan and ensure access to the best offers and rates.

And that's just a glimpse of our expertise...

Since 2005, we have been assisting a wide range of profiles in benefiting from french tax advantages, achieving their goals, and navigating economic fluctuations or personal events.

That's why we work tirelessly to find the solutions you need to create, enhance, and maintain your wealth, across all time horizons.

You too, ​​​​benefit from expert advice and the strength of a professional network!

CONTACT US


Your complete guide to life insurance

Financial investments, advantageous taxation, estate planning, beneficiary selection, full or partial withdrawal…

This comprehensive 2026 guide helps you understand, optimize, and use life insurance as a true wealth-building tool.

✔️ Written by wealth-management experts.
✔️ Practical advice to protect and grow your savings.
✔️ Clear, educational, and jargon-free reading.

Download

Selling a property in an emergency

Fast sale, debt consolidation, inheritance, separation, financial difficulties…

Discover all solutions to sell your property under the best possible conditions, even in an emergency.

✔️ Written by real-estate and finance-experts.
✔️ Practical advice to sell quickly without sacrificing value.
✔️ Clear, accessible, and commitment-free reading.

Download

Your complete guide to borrower's insurance

Death, disability, job loss, debt consolidation, insurance delegation, mandatory and optional coverage…

This comprehensive 2026 guide helps you understand, compare and choose the best coverage for your loans.

✔️ Written by insurance and lending specialists.
✔️ Practical advice to reduce your costs and strengthen your coverage.
✔️ Clear, accessible, and commitment-free reading.

Download

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