Viager Invest

How this works

The path to a mandate.

We act for buyers acquiring viager property in France. There is one way to reach us, and it is earned rather than open: about an hour of free reading, and then you book a conversation with our founder yourself, straight away. This page explains why, and it takes about a minute.

Registration is free and opens everything: the Viager Briefing, the video series, all nine modules and the calculator.

About an hour of reading, then the link to book a one on one consultation with our founder unlocks. Until you decide to engage us, the only thing any of this costs you is your time.

01 

Register

The Viager Briefing, the video series, all nine modules and the calculator.
Free, and all of it opens at once.

02

Read the first three modules

Then run the calculator on your own numbers, at your own pace.
ABOUT AN HOUR

03

Finish those, and the booking link unlocks

A one on one consultation with our founder, booked by you,
straight away. No test to pass.

04

There is no other route to a one on one consultation with us

It works the same way for everyone, including people we already know well

05

The consultation

Nothing is sold and nothing is signed. A second meeting is available before you decide, on request.

06

You decide

Either decision is a real one. A no is respected, and we come back in about a year in case anything has changed.

07

Financial verification

The vendor is trusting a buyer with their income and their home for the rest of their life, and we would not present a buyer we were not satisfied by. Being verified is what makes you the buyer they choose, presented by us, in French.

08

We agree to work together

Both sides have decided it is a good fit, so we put it in writing. A twelve month engagement, and you choose the level of service that comes with it.

09

We go looking

Your brief settled and signed, your presentation to vendors prepared in French, and candidates priced against our modelling. Properties come to you one at a time, so each gets its own look.

10

Offer authorised by you

We make no offer without your written authority.

11

Completion, then stewardship

Through the notaire. We can keep acting for you afterwards, cancellable at any time with no minimum term.

The choices you make, and when

Three things are yours to decide, and none of them is asked of you before the point it appears here.

The level of service. There are two, and they differ in how much of our time and attention the engagement carries, not in which properties you see.

Your brief. Settled with us, written down, and signed by you.

Whether we keep acting for you after completion. Chosen when you sign, and changeable at any time after.

All three are set out in full, with the costs, inside the education space, well before you are asked to choose any of them.

What we ask of you

About an hour of reading, being the first three modules.

One run of the calculator on your own numbers

Financial documents before a mandate is signed.

Why it works this way for everyone

A viager is a long commitment carrying risks that are specific to it, and they are not obvious from the outside. Module 3 sets them out in full and in plain terms, before anyone asks anything of you. That is the whole reason the education comes first. It is free and it opens in full, so the only thing the sequence asks of you is your time. Holding to it costs us the person who will not spend an hour, and that is frequently the person who would have moved fastest. We accept that, because a rule that bends is not really a rule.

That is the whole path. It begins with an hour of reading, and until you decide to engage us the only thing it costs you is your time.

The Viager Briefing, the video series, all nine modules and the calculator open at once.

General information and commentary only. Not financial, legal, tax or investment advice, and not an offer or invitation. Any French acquisition is governed by French law and executed before a notaire. Obtain independent advice in your own jurisdiction.

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