{"id":925,"date":"2024-11-01T15:38:18","date_gmt":"2024-11-01T14:38:18","guid":{"rendered":"https:\/\/www.sequana-epargne.com\/sequana-epargne.com\/?page_id=925"},"modified":"2025-03-24T14:46:51","modified_gmt":"2025-03-24T13:46:51","slug":"nos-services","status":"publish","type":"page","link":"https:\/\/www.sequana-epargne.com\/?page_id=925","title":{"rendered":"Nos Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"925\" class=\"elementor elementor-925\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ebf986b e-flex e-con-boxed e-con e-parent\" data-id=\"ebf986b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a00ba0b e-con-full e-flex e-con e-child\" data-id=\"a00ba0b\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd0d8e8 elementor-widget elementor-widget-text-editor\" data-id=\"fd0d8e8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Poser votre diagnostic patrimonial<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5621ba6 e-flex e-con-boxed e-con e-parent\" data-id=\"5621ba6\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5ba086a elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5ba086a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Le diagnostic patrimonial est l&#8217;\u00e9tape pr\u00e9alable \u00e0 tout conseil en mati\u00e8re d&#8217;\u00e9pargne.<\/strong> Nos conseils prennent en compte de nombreux param\u00e8tres int\u00e9grant l&#8217;\u00e2ge, l&#8217;environnement familiale et professionnel, l&#8217;\u00e9pargne d\u00e9j\u00e0 accumul\u00e9e, les objectifs patrimoniaux, de pr\u00e9paration \u00e0 la retraite&#8230;\u00a0 les combinaisons de ces \u00e9l\u00e9ments \u00e9tant potentiellement infinies, chaque \u00e9pargnant ou famille d&#8217;\u00e9pargnant est unique et ce diagnostique est indispensable pour construire et proposer des solutions d&#8217;\u00e9pargne sur mesure.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d30635b e-flex e-con-boxed e-con e-parent\" data-id=\"d30635b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3eddda1 elementor-widget elementor-widget-text-editor\" data-id=\"3eddda1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Etablir votre profil d&#8217;investisseur<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f479575 e-flex e-con-boxed e-con e-parent\" data-id=\"f479575\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ff7cb5 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"6ff7cb5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Chaque \u00e9pargnant, chaque investisseur est unique.<\/strong> Et il est imp\u00e9ratif, avant toute prise de d\u00e9cision concernant votre \u00e9pargne, de bien cerner votre profil d&#8217;investisseur ainsi que vos pr\u00e9f\u00e9rences en termes de durabilit\u00e9 et d&#8217;orientation Environnementale, Sociale et de Gouvernance (pr\u00e9f\u00e9rences ESG). Ceci est une obligation r\u00e9glementaire, et aussi le meilleur moyen de nous assurer de l&#8217;ad\u00e9quation de nos conseils avec votre personnalit\u00e9 et votre capacit\u00e9 \u00e0 accepter les risques de court terme, in\u00e9vitables dans la constitution d&#8217;une \u00e9pargne sur le long terme. C&#8217;est pourquoi nous avons construit un questionnaire de 80 questions, qui vous aidera \u00e0 la fois \u00e0 mieux vous conna\u00eetre en tant qu&#8217;\u00e9pargnant et \u00e0 orienter nos conseils de la mani\u00e8re la plus personnalis\u00e9e et le plus pertinente possible.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c33e385 e-flex e-con-boxed e-con e-parent\" data-id=\"c33e385\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a1c566b elementor-widget elementor-widget-text-editor\" data-id=\"a1c566b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Planifier votre \u00e9pargne de long terme<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a86ceec e-flex e-con-boxed e-con e-parent\" data-id=\"a86ceec\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5579103 elementor-widget elementor-widget-text-editor\" data-id=\"5579103\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Selon quelle fr\u00e9quence souhaitez-vous ou pouvez-vous \u00e9pargner et vous exposer aux diff\u00e9rentes classes d&#8217;actifs ?\u00a0 Quels types de supports ou d&#8217;enveloppes fiscales conviendront le mieux \u00e0 votre profil ? Quels m\u00e9canismes pouvons-nous mettre en place pour \u00e9pargner avec rigueur, et discipline et lisser les points d&#8217;entr\u00e9e dans les diff\u00e9rents march\u00e9s et sur chacun des supports ?\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4eb2f45 e-flex e-con-boxed e-con e-parent\" data-id=\"4eb2f45\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f0f4483 elementor-widget elementor-widget-text-editor\" data-id=\"f0f4483\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a href=\"https:\/\/www.sequana-epargne.com\/?page_id=1072\"><strong>Pr\u00e9parer votre retraite<\/strong><\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2b44d5d e-flex e-con-boxed e-con e-parent\" data-id=\"2b44d5d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-335c531 elementor-widget elementor-widget-text-editor\" data-id=\"335c531\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>La constitution d&#8217;un capital qui g\u00e9n\u00e9rera un revenu compl\u00e9mentaire au moment de la retraite est d\u00e9sormais le premier objectif des \u00e9pargnants fran\u00e7ais.\u00a0 Gr\u00e2ce \u00e0 nos outils de simulation, nous estimons avec vous le capital n\u00e9cessaire \u00e0 d\u00e9tenir au moment du d\u00e9part \u00e0 la retraite, les versements n\u00e9cessaires pour l&#8217;obtenir compte tenu de vos choix d&#8217;investissements. Nous\u00a0 \u00a0construisons avec vous les portefeuilles ad\u00e9quats dans une optique de gestion \u00e0 moyen ou long terme ( pour des horizons d&#8217;investissement compris entre 10 et 30 ans), en optimisant les enveloppes juridiques et fiscales.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fc1faa4 e-flex e-con-boxed e-con e-parent\" data-id=\"fc1faa4\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c526a99 elementor-widget elementor-widget-text-editor\" data-id=\"c526a99\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Vous conseiller au fil de l&#8217;eau, tout au long de votre vie<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-04c03a7 e-flex e-con-boxed e-con e-parent\" data-id=\"04c03a7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-efd1165 elementor-widget elementor-widget-text-editor\" data-id=\"efd1165\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Notre mission est aussi d&#8217;\u00eatre pr\u00e9sents d\u00e8s que vous en ressentez le besoin, pour r\u00e9pondre \u00e0 vos questions, vous renseigner sur toutes les questions qui concernent votre \u00e9pargne, se fiscalit\u00e9, vos probl\u00e9matiques successorales, les opportunit\u00e9s d&#8217;investissement&#8230; Nous sommes \u00e0 votre coute et \u00e0 votre service !<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4069d7f e-flex e-con-boxed e-con e-parent\" data-id=\"4069d7f\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ee331f elementor-widget elementor-widget-text-editor\" data-id=\"2ee331f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong><a href=\"mailto:contact@sequana-epargne.com\">contact@sequana-epargne.com<\/a><\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Poser votre diagnostic patrimonial Le diagnostic patrimonial est l&#8217;\u00e9tape pr\u00e9alable \u00e0 tout conseil en mati\u00e8re d&#8217;\u00e9pargne. Nos conseils prennent en compte de nombreux param\u00e8tres int\u00e9grant l&#8217;\u00e2ge, l&#8217;environnement familiale et professionnel, l&#8217;\u00e9pargne d\u00e9j\u00e0 accumul\u00e9e, les objectifs patrimoniaux, de pr\u00e9paration \u00e0 la retraite&#8230;\u00a0 les combinaisons de ces \u00e9l\u00e9ments \u00e9tant potentiellement infinies, chaque \u00e9pargnant ou famille d&#8217;\u00e9pargnant est [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","footnotes":""},"class_list":["post-925","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/925","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=925"}],"version-history":[{"count":100,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/925\/revisions"}],"predecessor-version":[{"id":2764,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/925\/revisions\/2764"}],"wp:attachment":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}