Financial Coach
INOVEA network member — free discovery appointment
TAMEL is registered as a CIF with ORIAS (no. 20002674) and a member of the INOVEA network. Your coach guides you through the Filianse programme — budget, life goals, savings strategy — during a free, no-commitment discovery appointment.
In brief
4,9(847)- INOVEA network advisers
- 0+
- Clients supported
- 0+
- Cost of the discovery appointment
- 0€
4,9/5
Avis Google
Agréé préfecture
N°2021/AEFDJ/13/03
30 000+
Clients actifs
6
Agences
12 ans
D'expérience
TAMEL is registered with ORIAS as a Financial Investment Adviser (CIF) and a member of the INOVEA network, a national wealth-management advisory network that makes wealth guidance accessible to everyone.
The discovery appointment is free and without commitment, by video call or in one of our 5 agencies in Marseille. Your coach walks you through the Filianse programme — the family's first financial-education programme: budget, life goals, savings strategy.
Depending on your profile and goals, tailored solutions may then be offered: life insurance, retirement savings plan (PER), SCPI and real estate, provident cover, sustainable savings — with the INOVEA network partners. Any advisory engagement is preceded by an engagement letter, in line with CIF regulations.
Who is it for?
- 👴
Prepare for retirement
Secure your standard of living without relying on your pension alone
- 👨👩👧
Protect your family
Provident cover and wealth transfer
- 📉
Optimise your taxes
Schemes tailored to your situation
- 🎓
Fund studies
Anticipate the cost of your children's education
- 🏠
Property project
Become an owner or invest in real estate
- 🌱
Sustainable savings
Give meaning to your investments
Why choose TAMEL?
Nos garanties, notre méthode, nos engagements.
Free discovery appointment
About one hour, online or in-agency, with no conditions or commitment.
INOVEA network
1,200+ advisers, 55,000+ clients supported across France.
Filianse programme
The family's first financial-education programme: budget, goals, strategy.
Regulated CIF framework
ORIAS registration, engagement letter prior to any advice.
Goal-based approach
Retirement, family, taxes, capital, real estate, transmission.
Trusted partners
Solutions selected from the INOVEA network partners.
How does it work?
Une procédure claire, sans mauvaise surprise.
- 1
Book your free appointment
Choose your goals, online or in-agency, the date and time.
- 2
Filianse programme
With your coach: budget, life goals, savings strategy.
- 3
Tailored solutions
Based on your profile: life insurance, PER, SCPI, provident cover, sustainable savings.
- 1
Book your free appointment
Choose your goals, online or in-agency, the date and time.
- 2
Filianse programme
With your coach: budget, life goals, savings strategy.
- 3
Tailored solutions
Based on your profile: life insurance, PER, SCPI, provident cover, sustainable savings.
Custom pricing
Every project is unique. Our advisors analyse your needs and offer you a tailored, no-commitment quote.
Google reviews
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Ready to start?
Order online in a few clicks or visit one of our 6 locations.