Free financial review

A clear picture of your French finances — in English

Answer 6 simple questions and see your personalised review in plain English. No email required to view — only if you want Paul to send you a detailed analysis of your situation.

Step 1 of 6
How long have you lived in France?
This helps us tailor the explanations to your familiarity with the French system.
Step 2 of 6
Your current status
This affects which French wrappers and retirement products are most relevant for you.
Step 3 of 6
Monthly savings capacity
Roughly, how much can you set aside each month — after rent, bills and lifestyle?
Step 4 of 6
Your main financial goal
Pick what matters most right now. We'll tailor the review around this.
Step 5 of 6
Your investor profile
Two quick questions to calibrate the right risk level.

If your portfolio dropped 10% in a month, you would:

Your familiarity with investing:

Step 6 of 6
About your existing setup
Two final questions so we can estimate the savings you could unlock by optimising what you currently hold.

Do you already have a French assurance-vie?

Your approximate total wealth in France

Your free review

Target allocation — indicative, to be confirmed with an advisor

Products to consider

Receive my personalised analysis

Paul Roudier reviews your situation and sends you, within 24 hours, targeted recommendations, the estimated savings from optimising what you currently hold, and the detailed allocation tailored to your profile.

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Important: This review is for educational purposes. It does not constitute formal investment advice under MIF II. Any personalised recommendation requires a dedicated discussion with a registered financial advisor.