OUR APPROACH

At Les Clefs du Patrimoine, we offer tailor-made solutions rigorously developed in the interest of our clients. We have thus identified the different stages of an investment project in order to achieve this.

Contact us

For any request for information, we offer a free and non-binding personalised study. Don’t wait any longer!

Our support

1. GETTING KNOWN EACH OTHER

If we do not know your family, professional or property situation, we cannot help you. The better we know each other, the better we will be able to identify your objectives and define your project. During an initial meeting, we will draw up a “specification” together. This will enable us to identify the solution that meets your expectations and, above all, your needs.

2. SUGGEST AND VALIDATE

Once we have analysed the information you have entrusted to us, we will come back to you to present you with the details of the transaction we have selected for you. If the solution presented suits you, we help you reserve the property and sign the contracts relating to the transaction.

3. FINDING A LOAN

Since it is not always easy to find a loan adapted to your investment, we help you to finance your property and to explain the documents and the various banking procedures necessary for the smooth running of your investment operations.

4. SIGNING AT THE NOTARY OFFICE

Once the property has seduced you and a bank has accepted the financing, we accompany you to the notary’s office to sign your deed of sale which marks your access to property.

5. FINDING A TENANT

We have set up partnerships with management companies/real estate agency in order to help you find the tenant who will come and put his suitcases in your accommodation.

6. TAX REPORTING

We offer all our clients the opportunity to see us at least once a year to help them with their tax returns. We can also be reached at your convenience by telephone, sms, during an exchange at your home or by video.

READY TO INVEST?

Ask for a free, personalised, no-obligation study to discover the type of investment best suited to your profile.