Given the current economic climate, one needs to give serious thought to the preparation – with the help of experts – of one’s retirement.

This applies to all sectors of professional activity.

Banks, insurance companies, portfolio management companies and generally all investment professionals offer numerous solutions.

One should begin to study the options available right at the beginning of one's professional activity and even more so later on.
 

 This is a vital priority that concerns us all, with many legal, financial and fiscal parameters to take into consideration.

The juxtaposition of financial products along with the options for diversification often do much to reassure investors

Upon examination of their situation they often notice contradictions in the objectives of the investments they have made (availability subject to certain conditions, different fiscal regulations).
 

 GIFAO INVESTISSEMENT S.A. helps you to:

  • define your priorities,
  • analyze the options offered by all sectors of investment,
  • establish a strategy which will be monitored and adapted according to the stages of your personal and professional life.
     

As an asset base should be diversified, so too should the sources of primary or additional retirement income.

 Diversification entails the :

  • form of the investment (property, insurance, bonds, stock savings plans and other types of financial investments). It is important to invest some of the money intended for retirement where it won't be affected by risk and fluctuations
  • service providers chosen for your investments
  • geographical choice for the location of your investments
  • different types of return according to the nature and quality of your investments (regular or variable returns, guaranteed or not)
  • tax treatment of returns or revenue received
  • legal standing of investments to be made in terms of inheritance taxes, income taxes, wealth taxes, bare ownership issues, usufruct and stripping, among others
  • possibility of rapidly liquidating entire investments or parts thereof.

Contact us in order to plan, add to or restructure investments made for the purposes of your retirement.



GIFAO INVESTISSEMENT S.A. : 15, rue des Francs Bourgeois - BP 37 - 67060 STRASBOURG CEDEX
Tel: +33 (0)3 88 75 55 50 - Fax: +33 (0)3 88 22 47 85