Efficacity and security servicing our clients

Investment management

At Erfisa we do not believe that it is sufficient to master the financial markets in order to propose good investments. It is also necessary to know the fundamental needs, expectations and requirements of our clients. Thus, we take the time to establish with each one a long-standing relationship of confidence. Only this personal approach permits, to our mind, the optimal construction and management of the portfolio.

Estate and matrimonial law

Estate planning comprises the establishment of wills and testaments and confidential dispositions for the relatives. We are able to explain and guide you concerning the ins and outs of this fundamental domain.

Credits administration

Our special relationships with diverse financial partners permit us to offer very advantageous terms in mortgage finance, commercial credits and private loans. Our manner of proceeding is to call for offers then to negotiate with the financial partners involved. This, in total independence and transparency. You remain the master of the final decision.

Global financial planning

With the numerous reforms in tax laws, professional & private providence schemes, it has become indispensable to plan a good retirement, a change of employment, or the acquisition of real estate. We bring you complete and clear services in your personal planning.

Financial consulting

Since we are independent, we are able to offer recommendations and evaluations in many domains, with objectivity and transparency. In fact the occasions where one needs to call a financial advisor such as Erfisa are numerous: comparison of life insurance proposals, fiscal optimisation, loan contracts, donations, company consultancy, creation of companies, choice of legal forms, analysis of LPP benefits, etc.