Financial Advisor in Rennes
Asset management, portfolio management, fiscal efficiency, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we will be able to assist you with your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-performing investment options, including listed shares, real estate investment trusts, private market assets, and other strategies aligned with your investment goals.
Tax optimization and reduction
Lower your taxes with advantageous tax schemes such as Censi-Bouvard incentives, PME investments, and other tailored solutions to enhance your tax efficiency while preserving your assets.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including long-term insurance, income security, healthcare solutions, and family security, 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 Rennes?
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 Rennes
Why hire a financial advisor in Rennes?
The choices you make regarding your finances today can have a lasting effect on your tax liability and financial organization. A financial advisor in Rennes can assist you refine your strategy and plan optimal approaches for your wealth.
With in-depth understanding in French taxation, especially for non-residents and international clients, a tax and wealth specialist offers personalized advice to maximize opportunities while minimizing risks. Whether you want to minimize taxes, plan for retirement, or structure your assets, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At our firm, we deliver 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 follows a structured approach to ensure custom and efficient guidance:
During the introductory session, we take the time to understand your objectives, tax situation, and investment intentions. Whether it’s minimizing your tax burden, investing in real assets, expatriation, or wealth management, this step guides our overall strategy.
After a thorough assessment, our expert presents customized solutions. We detail each possibility, any relevant fiscal incentives, and key safeguards to avoid costly mistakes.
Once the strategy is defined, we guide you through their implementation, including formalities, funding strategies, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to financial trends, new regulations, 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.