Financial planning
Preparing a solid, worry-free future.
Financial planning enables you to have an overview of not only your current wealth, but also its evolution over time, through your various life events and projects. It includes the implementation of measures designed to optimise your situation in the future.
The objectives
Financial planning is a service offered to all our customers, regardless of their asset base or their age, and aims to meet each individual’s different expectations and objectives. Crédit Agricole next bank is with you every step of the way.
Anticipating and preparing for retirement
Getting your estate in order
The different phases
Analysis
By examining your personal and financial situation with you, we seek to fully understand your objectives.
Recommendations
You'll receive tailored proposals to bring your projects to fruition, while optimising your capital structure.
Decisions
The first two phases will enable you to make informed choices.
Support
Depending on the solutions you choose, Crédit Agricole next bank offers you personalised support over time.
In practice...
Optimising your tax situation
- Active
- Retired
- Buying a property
- ...
Early retirement
- Preparation
- Review
- Impact
- ...
Wealth transfer
- Who inherits?
- How much?
- How to modify?
- ...
