Éric Niakissa

My main role, before offering solutions, is to understand the issues: life projects of the person or family I am assisting, along with any constraints and the current asset and financial situation.

After an initial discovery meeting, I provide financial and budgetary education in a fun way to demystify the "asset audit".

As a "5-star Wealth Manager" registered with Orias, I can offer 5 categories of solutions to my clients:

1/ Advice and global strategy (CIF status)

2/ Financial and tax solutions (DBF status)

3/ Savings and insurance products (MIA status)

4/ Real estate investments (ADC status)

5/ Financing solutions (MIOBSP status)

And normally, clients talk about me to their friends ;-)

Feel free to check their reviews on Google Maps: https://go.kash.fr/avis

Important point: my assistance is not charged. I am remunerated by retrocessions to make my services accessible. So if price was preventing you from contacting me, now is the time to book an appointment ==> https://go.kash.fr/visio

See you soon!

Glossary:

- CGP: Wealth Management Advisor. For information, a CGP can be solely an insurance intermediary, a bank or real estate intermediary, or a canvasser for CIFs.

- CIF: Financial Investment Advisor (mandatory registration with Orias).

- DBF: Bank and Financial Canvasser (mandatory canvasser card).

- MIA: Insurance Intermediary Agent (mandatory registration with Orias).

- ADC: Collaborator's Certificate from the holder of card T for real estate transactions (mandatory registration with the Chamber of Commerce).

- MIOBSP: Intermediary Agent for Banking Operations and Payment Services (mandatory registration with Orias).

Bank and financial canvasser for INOVÉA FINANCE, Aéropole Aéroport Montpellier Méditerranée - Avenue Margot Duhalde - 34130 MAUGUIO, in order to offer the latter's investment advisory services.

Independent wealth management agent, specifically MIA (Insurance Intermediary Agent), MIOBSP (Banking Operations and Payment Services Intermediary Agent), Financial Canvasser for CIF (Financial Investment Advisor).