Nicolas Mergel

Hello everyone,

I have been working as a Wealth Management Advisor since July 2020 in the Perpignan region, and since 2022 within the independent firm Oxion. I am not linked to any banking or insurance network: my sole interest is yours.

During my years of experience, I have been able to solve the problems of over 100 clients on all wealth management topics:

➡️ Monthly or long-term savings investments - an effective and personalized alternative, unlike most traditional banking products

➡️ Retirement planning - by building up financial capital or receiving real estate income

➡️ Tax optimization - in a one-off or long-term strategy, tax optimization is not meaningless but must meet another objective listed here!

➡️ Real estate - direct or SCPI, schemes and taxation: from simple advice to turnkey investment

➡️ Inheritance - financial, real estate, or professional assets, mastering the taxes due by your children upon your succession requires special preparation

The 3 steps of the Oxion method:

1️⃣ We get to know each other

2️⃣ I analyze your situation, provide you with a wealth assessment presenting my work, and implement the strategy after discussion

3️⃣ Ongoing monitoring and support: apart from specific client requests, wealth strategy requires long-term support as your life evolves!

So, ready to take control of your future? Contact me!