Financial Advisor in Aix-en-Provence
Wealth management, portfolio management, fiscal efficiency, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We specialize in real estate investments and we will be able to assist you with your property portfolio oversight.
Financial investment
Diversify and grow your capital with top-tier investment solutions, including stocks, SCPI, unlisted investments, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with advantageous tax schemes such as Censi-Bouvard incentives, PME investments, and other tailored solutions to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with customized solutions, including estate protection, income security, health coverage, and protection for your dependents, in collaboration with our trusted 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 Aix-en-Provence?
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 Aix-en-Provence
Why hire a financial advisor in Aix-en-Provence?
The choices you make regarding your finances today can have a significant influence over time on your tax situation and financial organization. An expert financial consultant in Aix-en-Provence can assist you make informed decisions and plan optimal approaches for your wealth.
With in-depth understanding in French taxation, especially for expats and overseas investors, a financial advisor delivers custom guidance to seize tax advantages while minimizing risks. Whether you want to lower your fiscal exposure, secure your future, or structure your assets, we support you at each stage.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At our firm, we provide clear and actionable financial guidance. A professional and high-quality financial strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A consultation with our financial experts is based on a clear, step-by-step methodology to ensure tailored, high-impact assistance:
During the initial consultation, we get a full picture of your priorities, current taxation, and investment intentions. Whether it’s tax optimization, property acquisition, relocation abroad, or estate planning, this step lays the foundation for our advice.
After analyzing your situation, our specialist shares strategic options. We explain the available options, potential tax benefits, and important warnings to avoid costly mistakes.
Once the strategy is defined, we support you in applying them, including administrative procedures, investment choices, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to economic shifts, legal updates, or your personal financial evolution. Our experts help you stay on course to meet your goals.
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.