soleaconseil.fr

Soléa Courtage et Patrimoine is a financial advisory and mortgage brokerage business based in Saint-Étienne, founded by Julie Colombier. It supports individuals and professionals with connected guidance on property financing and wealth management, helping clients build a coherent strategy around their financial situation and life goals. Services include finding and negotiating mortgage financing, borrower insurance, and credit buybacks or consolidation.

The firm also advises on savings and investment, including life insurance, retirement savings plans (PER), capitalisation contracts, SCPI property investment, and options such as LMNP. Support can cover tax planning, retirement preparation, asset diversification, and property purchases, from the initial review through to signing. Soléa emphasises clear explanations, financial education, and recommendations tailored to each client’s profile and objectives.

Its Filianse educational programme helps clients understand savings and make informed investment decisions. Julie describes her advice as impartial and operates without product sales targets, while working with partners through the Inovéa network