Financial Advisor in Dijon

Asset management, investment, tax optimization, and life insurance – Our know-how ensures optimal taxation and smarter financial outcomes.

Our financial expertise

Wealth management

Our firm focuses on real estate investments and we are equipped to support you in your real estate portfolio management.

Financial investment

Grow and spread your wealth with high-performing investment options, including equities, SCPI, private equity, and other options tailored to your financial objectives.

Tax optimization and reduction

Optimize your taxation with advantageous tax schemes such as Censi-Bouvard incentives, SME-focused assets, and other personalized strategies to optimize your taxation while securing your wealth.

Insurance & financial protection

Secure tomorrow for you and your family with personalized plans, including life insurance, financial protection, health coverage, and family-focused safeguards, 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.

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 Dijon?

    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 Dijon

    Why hire a financial advisor in Dijon?

    The choices you make regarding your finances today can have a significant influence over time on your fiscal status and financial organization. An expert financial consultant in Dijon can assist you refine your strategy and anticipate the best strategies for your assets.

    With deep expertise in the French tax system, especially for expats and overseas investors, a financial advisor offers personalized advice to maximize opportunities while avoiding tax pitfalls. Whether you want to minimize taxes, organize your retirement, or structure your assets, we accompany you throughout the process.

    What is the cost of wealth management advice?

    We charge €700 per hour for consultations. At FTO, we provide precise, practical financial advice. A sound and expertly crafted financial plan can generate significant long-term savings.

    How does a consultation with FTO work?

    Meeting with one of our financial advisors is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:

    During the initial consultation, we get a full picture of your financial goals, fiscal profile, and investment plans. Whether it’s tax optimization, property acquisition, international mobility, or wealth management, this step defines our strategic approach.

    After analyzing your situation, our expert proposes tailored recommendations. We explain the available options, any relevant fiscal incentives, and important warnings to minimize risk.

    Once the strategy is defined, we guide you through their implementation, including administrative procedures, funding strategies, and tax filing optimization.

    Depending on your needs, we ensure long-term assistance to adapt your approach according to financial trends, legal updates, or your personal financial evolution. Our experts make sure your strategy stays relevant and effective.

    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.