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Je souhaite l’accompagnement d’un conseiller financier capable de transformer mes objectifs en une stratégie d’investissement claire et réaliste. Mon besoin se concentre uniquement sur les investissements : aucune conception de site, rédaction ou design graphique n’est attendue. Ce que j’attends : • Un diagnostic rapide de ma situation actuelle (revenus, tolérance au risque, horizon) • Des recommandations d’actifs diversifiés : actions, obligations, ETF ou autres produits pertinents • Un plan d’allocation chiffré, facile à suivre, accompagné d’indicateurs clés (rendement cible, volatilité estimée, frais) • Des conseils pratiques pour la mise en place : plateformes à privilégier, calendrier d’achats, suivi et rééquilibrage Critères de succès : • Recommandations personnalisées, argumentées par des données récentes • Stratégie compréhensible pour un investisseur non-professionnel • Documentation livrée sous forme numérique (PDF ou Google Docs) Si vous avez de l’expérience en gestion de portefeuille ou en planification patrimoniale et que vous maîtrisez la vulgarisation financière, votre expertise sera très appréciée. Merci d’indiquer brièvement votre méthodologie et vos références similaires dans votre proposition.
Project ID: 40658581
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Active 3 days ago
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13 freelancers are bidding on average $432 USD for this job

Hi, I your "Conseiller Financier pour Investissements" project description in detail and undertood your requirements. I've worked on many PHP projects in recent times. So I am confident on achieving your expected Goals. Please initiate a communication thread to discuss further and start with the project. ⭐ 5.0/5 from a recent client: "A more professional version: “Excellent work! The job was completed within the committed timeline. Great quality, professionalism, and timely delivery. Highly appreciated and recommended.”" Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.
$450 USD in 9 days
7.4
7.4

As an experienced software engineer, I bring a unique perspective to the world of financial advising. My deep knowledge and experience over a decade have equipped me with a range of skills that I believe are highly relevant to your project. While my portfolio speaks mainly to web and mobile application development, my ability to simplify complex ideas and my aptitude for data organization greatly enhance my ability to analyze financial information effectively and provide clear recommendations. I understand the importance of regular communication in project success, and promise to keep you updated throughout the process. As your financial advisor, I view our relationship as a partnership. I am dedicated to providing personalized recommendations tailored specifically to your needs (and supported by up-to-date data), delivering clear strategies in a comprehensible manner while providing the essential documentation via PDF or Google Docs. Should we work together, rest assured you will have made the best investment choice.
$500 USD in 7 days
7.0
7.0

Hello, We would be glad to support you with this project. Protovo Solutions LLP provides reliable virtual assistance, data entry, research, and remote business support services to clients worldwide. Our team can handle both short-term assignments and ongoing support with accuracy, confidentiality, and clear communication. Our services include: • Data entry, data cleaning, and data formatting • Web research and information collection • Excel, Google Sheets, and document management • CRM data entry and database updates • Lead generation and contact-list building • Email and calendar management • Product listing and e-commerce support • Social media and content assistance • Customer and administrative support • Bookkeeping and accounting assistance • PDF conversion, copy-paste, and file organization • AI-assisted research and repetitive task automation We follow clear instructions carefully, provide regular progress updates, and review the completed work before submission. Our team can also adapt to your preferred tools, processes, working hours, and reporting format. Protovo Solutions LLP has been serving global clients since 2016 and has earned more than 100 client reviews on Freelancer. Please connect with us through chat to discuss the work. We can review your requirements and start with a small task or milestone before moving to the complete assignment. Kind regards, Protovo Solutions LLP
$750 USD in 20 days
6.8
6.8

Your need for a clear, realistic investment strategy mirrors successful client engagements where I've translated complex financial goals into actionable, data-driven plans. I leverage a systematic approach to identify optimal asset allocation, ensuring alignment with risk tolerance and time horizons, much like the diversified recommendations you're seeking. My proposed approach involves an initial diagnostic using anonymized financial data to assess your current standing, risk profile, and objectives. Subsequently, I will utilize quantitative analysis tools and market research to identify a diversified portfolio of suitable assets (stocks, bonds, ETFs, etc.). This will culminate in a detailed, actionable allocation plan with specific targets and key performance indicators (KPIs) for tracking progress. To ensure this plan perfectly aligns with your aspirations, could you clarify your primary investment objective (e.g., capital growth, income generation, wealth preservation)? I'm available for a brief call to discuss how I can provide this targeted financial guidance.
$570 USD in 21 days
4.4
4.4

Your project reflects a thoughtful approach to managing your investments, and I commend your commitment to achieving clear financial goals. I have successfully guided clients through similar investment strategies, focusing on tailored asset recommendations and actionable plans. Understanding your need for a realistic investment strategy, my aim is to ensure your objectives are met with clarity and precision. I can provide a rapid assessment of your current financial situation, including risk tolerance and investment horizon, to create a personalized plan. With a strong background in portfolio management, I prioritize performance, security, and enhancing user experience to facilitate informed decision-making. Could we schedule a time to discuss your specific goals and how I can best support you in this process? Warm regards, Foraxis
$550 USD in 7 days
4.4
4.4

**DO NOT PAY ME UNTIL I COMPLETE! :)** Hello my valuable client :) I can definitely work on your working hours. My profile is new over here but I have 7 years of experience in this field. I have completely understood about your project. Also I will provide you free maintenance on your project for 1 year after project completion. Give me one chance to prove myself. Hit the chat button to get started. If you will not like my work then you dont need to pay me any money so dont worry and have faith in me :) I am eagerly waiting for your message.
$251 USD in 7 days
4.1
4.1

Je peux vous aider à transformer vos objectifs en une stratégie d’investissement claire et actionable. Votre besoin d’un diagnostic rapide et de recommandations personnalisées est essentiel pour établir une base solide. Je privilégie une approche méthodique, en commençant par analyser vos revenus et votre tolérance au risque. Ensuite, je vous fournirai un plan d’allocation détaillé avec des indicateurs clairs, comme le rendement cible et la volatilité estimée. Je me concentre sur des recommandations d’actifs diversifiés, que ce soit des actions, des obligations ou des ETF, tout en veillant à ce que la stratégie soit accessible pour un investisseur non-professionnel. Discutons de vos besoins plus en détail. Vous aurez au moins une consultation gratuite où nous pourrons explorer la meilleure approche. Regards, Dean Saliegh I have done similar work: Modern Real Estate Investment Website
$350 USD in 7 days
0.0
0.0

This project caught my eye, so I had to reach out. Your need for a clear, actionable investment strategy aligns perfectly with my expertise in portfolio management. I specialize in creating personalized financial plans that transform complex data into user-friendly strategies, ensuring they're easy to follow for non-professionals. New to Freelancer, yet backed by over 10+ years of crafting sleek web, game, and brand solutions. Let’s create something exceptional together. I would love to chat more about your project! Regards, Marco Agrela
$400 USD in 7 days
0.0
0.0

M'bour, Senegal
Member since Aug 19, 2026
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