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Hélène P.HP

Hélène P.

Heritage Creator, Independent Manager, Independent Financial Advisor

On-demand
Toulouse, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Hélène

Independent Heritage Creator since 2018, after more than 10 years of experience within a banking institution in the Paris region.

I am committed to finding solutions that meet my clients' needs (retirement planning, need for supplementary income, planning for children's education, how to best pass on assets, preparing for dependency, tax optimization…)
I help my clients develop/create their assets using leverage effects (financial leverage, tax leverage, return leverage) and by providing them with innovative, ethical, and sustainable solutions.

SCPI/ OPCI/ DENORMANDIE/ LMNP / PER / Life Insurance...
Free Heritage Assessment.

+ Trainer/Coach for Independent Financial Advisors or firm leaders:
- Sales Method
- Sales Techniques
- Being professional on video calls
- Ghosting
- ...
  • French

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • HPE HELENE PERATI
    Heritage Creator, Manager
    CONSULTING AND AUDITS
    April 2018 - Today (8 years and 2 months)
    Tournefeuille, France
    Financial audit Financial analysis Risk analysis Needs assessment Tax optimization Investment Savings Housing Real estate
  • BNI France
    Independent Agent
    CIVIC AND SOCIAL ORGANIZATIONS
    June 2018 - Today (8 years)
    77420 Champs-sur-Marne, France
    NETWORK OF BUSINESS LEADERS: "Giving receives"
    Positions held: Welcome Committee, Members Committee, Treasurer, Vice-President, President, Education Coordinator, ...
    sharing shared time public speaking Team spirit Teamwork Team leadership
  • Newsens
    Heritage Creator, Manager
    CONSULTING AND AUDITS
    April 2018 - June 2021 (3 years and 2 months)
    France
    SCPI
    PINEL
    Financial audit solutions Tax optimization Investment Real estate Real estate development

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Education

  • Master STAPS, Sports studies
    Université Paris Nanterre
    2006
    Master STAPS option MS
  • Independent Financial Advisor
    CAISSE DEPARGNE
    2008
    Chargé d'accueil Conseiller Commercial Conseiller financier Directrice Adjointe Agence

Certifications

  • FURNISHED RENTAL
    AXESSCIBLE
  • CODE OF ETHICS IN REAL ESTATE
    OTAREE
    Ethics

Skill set

Categories