Audit : Identifying your situation and expectations

How do we work?

'Know your customer'. Everybody in business knows how important this sentence is, but at Optima it is a conditio sine qua non, an absolute precondition. It's why we’ve built our services around our Financial Planning Audit, a detailed study that incisively identifies the client’s financial situation and expectations.

Our specialists at the Optima Audit Centre are tax experts, fiscal lawyers, economists and notary public graduates. Using their specific competences, they carefully examine each client's unique situation.

At Optima we attach great importance to an audit. We know that a thorough understanding of the client’s situation is essential when providing any kind of financial service.

Planning : Tailoring a plan

How do we work?

Working from the bare facts obtained from the audit, Optima's specialists tailor a plan to fit every individual client.

No two situations are the same. Everybody has different needs, different expectations. At Optima we do more than most other financial and tax consultants: we're the only one in the market who will produce for you a financial plan that embraces your income, your assets, your pension and your succession. A combination of these four knowledge domains is a precondition for making your financial plan truly all-inclusive.

Advice : Experience in delivering real solutions

How do we work?

At Optima we go the extra mile.

At the request of numerous clients, we look for concrete solutions designed to fit each and every situation. We like rolling up our sleeves to make absolutely certain that you're in good shape financially. A review of your prenuptial agreement, the determination of a pension strategy, the succession arrangements in a family-owned company: with our experience of thousands of real-life cases, we undoubtedly have tips for the right solution for you.

Although we're not an investment adviser or asset manager, we are able, as an accredited broker, to steer many clients to solutions for their assets or investments. Sometimes we do this in association with other parties who we select for their quality of service. As a broker, we also get commission from those parties.