Financial Advisor in Bordeaux

Asset management, capital growth strategies, 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 property investments and we are equipped to support you in your management of your real estate assets.

Financial investment

Expand and secure your assets with high-performing investment options, including listed shares, property funds, unlisted investments, and other options tailored to your financial objectives.

Tax optimization and reduction

Lower your taxes with attractive fiscal arrangements such as Censi-Bouvard incentives, investments in small and medium enterprises, and other personalized strategies to optimize your taxation 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 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.

Stay tuned.

We will publish and launch useful videos.

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 Bordeaux?

    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.

    Gihaine

    Gihaine

    Office Manager – Tax representative

    Géraud

    Géraud

    Chartered Accountant

    Joanne

    Joanne

    Office manager – Tax returns

    Alexandre

    Alexandre

    Sales Director

    FAQ: Financial advisor in Bordeaux

    Why hire a financial advisor in Bordeaux?

    The financial decisions you make today can have a lasting effect on your tax situation and wealth management. A Bordeaux-based wealth advisor is here to help you refine your strategy and prepare effective asset management strategies.

    With deep expertise in French taxation, especially for non-residents and international clients, a financial advisor offers personalized advice to seize tax advantages while staying clear of costly mistakes. Whether you want to reduce your tax burden, plan for retirement, or structure your assets, we accompany you throughout the process.

    What is the cost of wealth management advice?

    The hourly consultation rate is €700. At French Tax Online, we deliver straightforward, results-driven guidance. A professional and high-quality financial strategy can generate significant long-term savings.

    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 introductory session, we take the time to understand your financial goals, current taxation, and investment plans. Whether it’s minimizing your tax burden, real estate investment, international mobility, or wealth management, this step lays the foundation for our advice.

    After a detailed review, our advisor presents customized solutions. We detail each possibility, associated tax advantages, and necessary precautions to prevent financial missteps.

    Once recommendations are validated, we support you in applying them, including formalities, asset selection, and declaring your taxes efficiently.

    Depending on your needs, we provide ongoing follow-up to refine your financial plan according to economic shifts, new regulations, or your life circumstances. 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.