Éric Niakissa

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

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

As a "5-star CGP" 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 loved ones ;-)

Feel free to check their reviews on Google Maps:

Important point: my support is not charged. I am remunerated by retrocommissions to make my support accessible. So if price was preventing you from contacting me, now is the time to book an appointment ==>

See you soon!

Glossary:

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

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

- DBF: Banking and Financial Canvasser (mandatory canvasser card)

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

- ADC: Collaborator's Certificate of 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)

Banking and financial canvasser for INOVÉA FINANCE, Aéropole Aéroport Montpellier Méditerranée - Avenue Margot Duhalde - 34130 MAUGUIO, in order to offer their investment advisory services

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