Contact us

Contact us

We are ready to assist you in enhancing the value of your assets throughout France and internationally.

Our offices

CS 22029, Business Centre Les, Pl. des Grands Hommes 1er étage, 33000 Bordeaux

Timetables

Monday to Friday : 9h30 - 19h

Saturday : 9h30 - 13h

contact@ballmont.fr
05 40 25 60 98

11 Avenue Delcasse, 75008 Paris

BALLMONT Properties

BALLMONT Wealth Management

Contact details

Frequently Asked Questions

1. Who are we?

We are an independent, boutique consultancy firm specialising in financial and property investment. Our mission is to support our clients in building, managing and transferring their wealth.

2. What does your firm actually do?

We offer personalised solutions in:

• financial investments (life insurance, PEA, PER, capitalisation contracts, etc.)

• property investments (acquisition, optimisation, tax exemption)

• wealth engineering (structuring, transfer, taxation)

• credit and borrower insurance brokerage.

3. How are you different from a bank?

Unlike banks, we work with an open architecture: we are not tied to a single provider. This allows us to freely select the financial and real estate solutions best suited to your needs.

4. Who are your services aimed at?

Our services are aimed at:

• individuals wishing to develop or transfer their wealth,

• business owners and professionals,

• investors looking for investment or tax exemption solutions.

5. Are you independent?

Yes, our independence is at the heart of our philosophy. This guarantees an objective and transparent selection of the investments we offer.

6. Where are you located?

Our firm is based in Bordeaux, but we support our clients throughout France and internationally, either in person or remotely using digital tools (video conferencing, electronic signatures, secure client area).

7. How does the first meeting work?

The first meeting is a free wealth assessment: we take stock of your situation, your plans and your objectives. We then propose tailor-made solutions.

8. Do you offer ongoing support?

Yes, our support is continuous. We regularly monitor your investments and adapt strategies according to market developments and your life plans.

9. How much do your services cost?

Our fees are transparent. Depending on the solutions implemented, they may be included in the financial products or invoiced as consulting fees. Everything is clearly defined from the outset.

10. How do I make an appointment?

You can contact us directly via our online form, by telephone or by e-mail. We will offer you a quick appointment, either in person or by videoconference.