Financial Advisor in Montpellier
Wealth management, investment, tax optimization, and personal insurance solutions – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in property investments and we will be able to assist you with your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-performing investment options, including equities, real estate investment trusts, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with advantageous tax schemes such as Censi-Bouvard, PME investments, and other customized approaches to enhance your tax efficiency while securing your wealth.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including long-term insurance, income security, health coverage, and family-focused safeguards, in collaboration with our reliable partners.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Montpellier?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Montpellier
Why hire a financial advisor in Montpellier?
The choices you make regarding your finances today can have a long-term impact on your tax situation and financial organization. A Montpellier-based wealth advisor helps you make informed decisions and anticipate the best strategies for your assets.
With in-depth understanding in domestic tax regulations, especially for non-residents and international clients, a financial advisor delivers custom guidance to maximize opportunities while staying clear of costly mistakes. Whether you want to reduce your tax burden, secure your future, or optimize your estate, we support you at each stage.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we provide precise, practical financial advice. A strong, well-designed wealth strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure personalized and effective support:
During the first meeting, we take the time to understand your priorities, fiscal profile, and asset allocation strategies. Whether it’s fiscal planning, property acquisition, relocation abroad, or asset structuring, this step defines our strategic approach.
After a detailed review, our advisor presents customized solutions. We walk you through the alternatives, any relevant fiscal incentives, and necessary precautions to prevent financial missteps.
Once recommendations are validated, we support you in applying them, including paperwork, asset selection, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to adjust your strategy according to financial trends, legal updates, or your changing objectives. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.