Independent advice
A neutral assessment of your project and the solutions offered.
What you get
Recommendations guided by your goals and interests.
Request independent advicePrivate advice
On your side, defending your interests.
A neutral, independent analysis of your project, your options and the offers you receive.
A one-off assignment or ongoing support, depending on your situation.
You pay me a fee, with no bank commission. You keep your usual contacts.
- Fee-based
- No bank commission
- Keep your usual contacts
Three ways I can help.
A one-off assignment or ongoing support, depending on your situation.
Particular situations
Your situation falls outside the usual framework and calls for tailored support.
What you get
A structured file and solutions adapted to your constraints.
Present my situationProperty decisions
Buy, sell or keep: weigh your choices against your life plans.
What you get
Your priorities clarified and the next steps defined.
Review my optionsYour situation deserves its own reading.
Complexity is not only about the size of a project. It appears when constraints, people and decisions intersect.
The situations below are illustrative. They do not describe client files or results obtained.
Situation 01
Your business is thriving. Your file is still atypical.
Your income combines salary, dividends and company profits. You want to buy a property while preserving your business’s capacity to grow.
The right question
How do you present a coherent situation and review the resources available without losing sight of the company’s needs?
The advisory work
Clarify flows, commitments and supporting documents, then organise the discussion with the relevant contacts, including your fiduciary.
Situation 02
Buy, sell, keep. In what order?
A purchase depends on a sale. A loan is reaching maturity. You want to keep another property. A decision taken too early can restrict the next ones.
The right question
Which sequence makes the project consistent with your timing and liquidity constraints?
The advisory work
Lay out the dependencies, compare scenarios and share out the next steps between the parties involved.
Situation 03
Your life is changing. Your assets must follow.
You are preparing for retirement or a change in your family. Property takes an important place in your situation, but your priorities and needs are evolving.
The right question
How do you combine housing, financial commitments and life plans, while making the decisions to anticipate visible?
The advisory work
Define your objectives, identify scenarios and gather the questions to address with pension, tax or legal specialists.
Situation 04
A solution has been proposed. You want to understand what it implies.
Your bank or another party has made a recommendation. You want a neutral, independent assessment focused on your interests before committing.
The right question
Does this solution match your objective, and what constraints does it carry in the scenarios that concern you?
The advisory work
Examine the assumptions, spell out the points of attention and prepare a better-informed discussion with your contacts.
Understand. Work. Deliver.
Your needs determine the format, the tools and the pace of our work.
- 1
Clarify your needs
Your situation and the decision to make: together we check whether my involvement will be useful.
- 2
Define and carry out the assignment
We agree on the scope, deliverables and fee. I lead the assignment personally.
- 3
Make the next steps concrete
You leave with the agreed materials, the key points and the next actions.
We define the assignment before we start.
We first check whether my involvement will be useful to you, then agree on the scope and the fee.
You pay me a fee, with no bank commission. You keep your usual contacts.
Granting financing remains the lenders’ decision. Specialised tax, legal and notarial advice is the responsibility of the professionals you appoint.
Frequently asked questions
After a first conversation, I send you a proposal setting out the scope, deliverables and fee. My assignments are strictly fee-based, with no commission from banks or other institutions. You have all of this before committing.
Yes. Personal support can build on your current contacts. It requires neither a change of institution nor using RealAdvisor Finance.
I am CEO of RealAdvisor Finance. The services presented here are personal assignments. My role and the contracting entity are specified in the proposal.
A few lines about your situation, your objective and your timeline are enough. The documents needed are defined afterwards.
Tell me about your situation.
A few lines about your project, your question and your timeline.