01 · Retirement
Prepare for a peaceful retirement
Build, year after year, the extra income that will maintain your standard of living, while reducing your taxes with a French retirement savings plan (PER).
Calculate my tax saving
Insurance specialist · wealth planning adviser
Your future
starts today.
Retirement, savings, estate planning: tailored guidance to grow and optimise your savings, methodically and over the long term.
39 years in the tradeserving your savings
Investing in your future
Three goals. One strategy.
01 · Retirement
02 · Returns
Make your savings grow
Take your money out of idle accounts and invest it wisely: life insurance, euro funds, unit-linked funds, according to your profile.
Simulate my savings
03 · Protection
Protect and pass on
Shield your loved ones from life's uncertainties, organise your estate and pass on your wealth in the best conditions.
Simulate my estate transfer
Life insurancePERProtection insuranceHealth insuranceEstates & giftsBusiness owners
Your adviser
Discover my career
Roland BOUVIER, one point of contact since 1987.
Twenty years as a tied insurance agent, then the choice of independence as a broker and wealth management adviser. The same standard throughout: understanding your situation, and guiding you over time.
Always proactive. Reading geopolitics, analysing markets, anticipating rule changes, to offer you the right decisions at the right time. That is my job, and my experience.
And always up to date. I'm not ashamed to say it: I use artificial intelligence. It replaces neither my judgement nor listening to you. It makes me faster and more precise, in the service of my expertise.
Roland's view
All articles
The news, explained simply.
Your adviser's articleRoland BOUVIER · 26 October · 5 min
Rates at 5%: what the rise means for your savings.
Where the rise comes from, who wins, who loses, and the four switches I'm looking at right now.
2-minute review
Where do you really stand?
Six simple questions about your situation and plans. At the end, you get the two or three priority topics to look at.
Start my review
Estate planningRoland BOUVIER · 4 min
Give up to €100,000 tax-free: only two months left.
The tax-free gift for a new home or an energy renovation ends on 31 December.
RetirementRoland BOUVIER · 4 min
PER: cut your tax before 31 December.
How much to pay in, how much you save, and what changes after 70.
Estate planningRoland BOUVIER · 4 min
Life insurance: why turning 70 changes everything.
€152,500 per beneficiary before 70, €30,500 after: the right habits.
Every two weeks
The Point de vue letter
A five-minute read. Your adviser's article, the economic essentials, what they mean for your savings, and one practical tip to apply.
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Let's talk about your future.
The first meeting is free and with no obligation. At the office, at your home, by phone or by video call.