Financial Advisor in Vénissieux
Financial planning, investment, tax optimization, and estate planning – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we can help you with your real estate portfolio management.
Financial investment
Grow and spread your wealth with high-performing investment options, including equities, property funds, private equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as the Censi-Bouvard law, SME-focused assets, and other personalized strategies to optimize your taxation while preserving your assets.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including life insurance, income security, healthcare solutions, 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!
Let’s start a conversation. Tell a bit yourself and send you inquiry to us. we’ll get back to you as soon as possible.
Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Vénissieux?
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 Vénissieux
Why hire a financial advisor in Vénissieux?
Your current financial choices can have a significant influence over time on your fiscal status and wealth management. A financial advisor in Vénissieux can assist you make informed decisions and prepare effective asset management strategies.
With in-depth understanding in the French tax system, especially for non-residents and international clients, a tax and wealth specialist provides tailored recommendations to seize tax advantages while avoiding tax pitfalls. Whether you want to minimize taxes, organize your retirement, or optimize your estate, we guide you through every step.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At our firm, we provide precise, practical financial advice. A sound and expertly crafted financial plan can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure custom and efficient guidance:
During the initial consultation, we get a full picture of your objectives, current taxation, and investment intentions. Whether it’s fiscal planning, real estate investment, expatriation, or asset structuring, this step lays the foundation for our advice.
After a thorough assessment, our expert shares strategic options. We walk you through the alternatives, potential tax benefits, and important warnings to minimize risk.
Once the strategy is defined, we guide you through their implementation, including formalities, funding strategies, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to refine your financial plan 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.