WEALTHÂ MANAGEMENTÂ
AND FINANCIAL PLANNINGÂ ADVICE
Your values, Your objectives
ABOUT ME
Damien LOZACH - english speaker
Trained as an engineer, I was introduced to financial tools in entrepreneurship and the management of my personal life. ​
More and more passionate about this universe, in 2021, I decided to train myself to support my loved ones by sharing my knowledge. ​
Consulting is an exciting activity that combines human relations, education and active listening. I developed these skills with pleasure in start-ups, in a large aeronautical company, in the creation of a medical innovation company. This variety of structures and projects put me in contact with themes such as the culture of change, the coaching of leaders, support for innovation and the development of strategy and the construction of business plans.
YOUR VALUES, YOUR OBJECTIVES
You are unique, and your situation changes over time
YOUR SENSITIVITIES
Influencing Finance with your sensitivities
Support your daily actions with investments compatible with your values
SUPPLEMENTARY INCOME
Provide for children's studies
Anticipate a drop in income
Preparing for retirement
CREATION AND DEVELOPMENT OF ASSETS
Optimize your savings
Diversify your investments
TAX OPTIMIZATION
Shift the burden of taxation
Anticipate gift or inheritance tax
TRANSMISSION
Protect your loved ones and the fruit of your labor.
Understand tax and social benefits
THE SOLUTIONS
The strategy best suited to your situation, your needs, your objectives and your values ​​has to be BUILT with various solutions.
PROPERTY INVESTMENT
Direct or indirect, managed or not,
tax-exempt, transferable... there are many parameters to study and possibilities to identify.
​
Pinel, Pinel Overseas, Malraux,
LMNP, LMNP Censi-Bouvard, SCPI...
​
As many solutions as investors:
choose the right solution for your situation
FUNDING
Funding is a necessary tool in wealth creation.
Build tailor-made solutions, with the appropriate financing.
FINANCIAL INVESTMENTS
Optimize the performance of your liquidity.
Diversify investments in a multitude of media.
Adapt the availability of your cash.
MY ADVICE, MY PERSONALITY
LISTEN
Your goals, your values, your sensitivities.
Your context, your desires.
PEDAGOGY, ADAPTABILITY
I give you my advice in the way to allow you to understand
all the ins and outs
of the project.
​
Some prefer a detailed file, others an executive summary
ACCOMPANIEMENT
Your time is precious, I optimize support and/or delegated management according to your needs.
CUSTOM MADE
You are unique, the strategy will be unique and will be adapted throughout your journey.
The best investment is one you are comfortable with.
FOLLOW-UP
A human relationship is built over time.
REMUNERATION
Free: Appointments are free. My remuneration is made by retrocession of the commissions of my partners, my advice is free.