Handle your financial independence

Handle your financial
independence

Funding plan for companies

Permanence of a company: determining criteriea 

Ratios are tools that provide accurate data to make a precise calculation that will determine a company’s net worth. Keep in mind, knowing ration is essential to the evaluation of the financial health of a business.

stock rotation

Stock rotation

The length of time a good is kept in stock until its commercialization.

Structure ratio

Structure ratio

The financial structure ratio compares the balance sheet data and makes it possible to assess financial equilibrium.

Debt ratio

Debt ratio

Debt ratio assesses a company’s financial autonomy and its debt to equity ratio.

Solvency ratio

Solvency ratio

Solvency ratio measures an enterprise’s ability to meet its debt obligations and is used often by prospective business lenders.

General liquidity ratio

General liquidity ratio

General liquidity ratio measures a company’s repayment capacity using current assets.

Profitability ratios

Profitability ratios

Profitability ration is the ration between profit, turnover and capital in order to measure financial and economic profitability.

Personal project

How to finance a personal project?

Do you want to finance a personal project? You must know there are personal loans and consumer credit available to individuals for any project requiring financing.

Personal loan simulation

A personal loan is interesting if you intend to make a large purchase, it is important to assess your ability to repay the loan in relation to your monthly income and expenses.

Perform your personal loan simulation with the online credit simulators

Save the cost of your credit insurance with the borrower’s guarantee.

Loan Insurance

How to reach your financial independence?

The amount of debt must be significantly lower than the expenses for the month. Investing
in different investment plans can also be an effective solution.

Investing by becoming a shareholder
Saving on income
Reduce your taxes

Financial investments: what is the best for you ?

The choice of a financial investment plan is often related to a desire to save for one or more projects. Investments can be short, medium, or long term. These are different types of investment that can fit the best financial investment solution. You will be able to grow your capital while having the possibility to transmit it.

Investing 

Invest and become a shareholder in a company. You will may be able to benefit from an favourable tax system in accordance with the regulations in place while enhancing the value of your initial capital.

Investment in real estate

Whether you want to build up capital, boost your savings or prepare for your retirement, Real Estate investment allows you to control your investment budget while managing your assets.

Investing responsibly

Reduce your taxes

Tax exemption for capital gains

Capital gains on the sale of real estate or rental properties can be tax-exempt provided that you have invested through a share savings plan.

Investing responsibly

Investing responsibly 

Indeed, you can invest in another form, such as responsible and solidarity investment. You will then be able to give meaning to your savings while making useful and solidarity-based investments. Indeed, solidarity finance integrates sustainable development objectives into its management method. These funds are committed to solidarity investment that does not exclude any sector, while selecting companies that respect extra-financial commitments. 

Rental property

Real Estate rental is an investment for those who wish to retire or prepare their retirement. It is advantageous because in many instances, the revenues are tax exempt.

Preparing for retirement: rule to follow 

Life Insurance 

Taking out a life insurance policy makes it possible to build up capital while increasing its value.

Retirement Savings Plan (RSP) 

This plan allows you to anticipate your retirement by supplementing your income while reducing your taxes.

Investing in SCPI

Investing in SCPI 

An SCPI is the real estate investment par excellence that provides long-term income to its partners.

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