Managing Money

YOU LIVE IN FRANCE? YOU ARE LOOKING FOR FINANCIAL PEACE OF MIND?

Think “ASSURANCE VIE”, the must-have tax-wrapper. It is THE financial tool which redeems France from its taxpayer’s nightmare reputation.

What can it achieve for you?

  • shelter capital, and yet have it available to draw from at any time with vastly reduced income tax 
  • pass on your estate in a tax efficient manner
  • complement your pension and optimize your income tax
  • protect a family member such as a disabled child for instance
  • ...and last but not least achieve above average return on your capital!

ANY BANK, ANY INSURER CAN SELL YOU AN “ASSURANCE VIE”. BUT CHECK FIRST, THERE ARE THREE THINGS YOU NEED TO LOOK FOR:

  • The security and scope of a leading international financial institution: since 1831 the Generali Group has been a leader in the field of money management and pension funds.
  • A reliable adviser: After 15 years in Asia as a financial analyst, Anne GARDINI under the Generali banner is advising French nationals and expatriates living in France on savings, tax and retirement issues. Her expertise in these fields has led her to be appointed as an EXPERT WITNESS WITH THE BORDEAUX COURT OF APPEAL.
  • Choice and quality of the financial products: Because money management should never be anything other than tailor-made we will give you access to the best asset management companies worldwide. Whether you seek to diversify through north European Property, water resources or just plain high-dividend paying blue chips stocks, we work with the best in their area: Rothchild, Fidelity, Templeton to name but a few, these are the top-end investment names we give you access to.

Contact Sophia Bruckner

mapIf you need a quote, assistance or advice about your insurance, please contact Sophia Bruckner.

She will be able to help you in English and answer any questions you may have.

+33(0) 553 739 729

monpazier@agence.generali.fr