Financial Advisor in Fréjus
Wealth management, portfolio management, tax optimization, and life insurance – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We are specialized in property investments and we can help you with your property portfolio oversight.
Financial investment
Expand and secure your assets with top-tier investment solutions, including stocks, real estate investment trusts, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Reduce your tax burden with attractive fiscal arrangements such as the Censi-Bouvard law, PME investments, and other personalized strategies to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including life insurance, financial protection, 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 Fréjus?
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 Fréjus
Why hire a financial advisor in Fréjus?
The choices you make regarding your finances today can have a lasting effect on your fiscal status and wealth management. An expert financial consultant in Fréjus is here to help you make informed decisions and anticipate the best strategies for your assets.
With in-depth understanding in the French tax system, especially for expats and overseas investors, a tax and wealth specialist provides tailored recommendations to maximize opportunities while avoiding tax pitfalls. Whether you want to reduce your tax burden, plan for retirement, or optimize your estate, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At French Tax Online, we deliver straightforward, results-driven guidance. A strong, well-designed wealth strategy can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A consultation with our financial experts follows a structured approach to ensure personalized and effective support:
During the initial consultation, we take the time to understand your financial goals, fiscal profile, and investment intentions. Whether it’s tax optimization, real estate investment, relocation abroad, or estate planning, this step defines our strategic approach.
After a thorough assessment, our specialist proposes tailored recommendations. We detail each possibility, any relevant fiscal incentives, and key safeguards to prevent financial missteps.
Once solutions are identified, we guide you through their implementation, including formalities, investment choices, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to economic shifts, tax reforms, 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.