Financial Advisor in Toulon
Wealth management, investment, tax optimization, and personal insurance solutions – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in property investments and we are equipped to support you in 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 solutions suited to your investor profile.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as the Censi-Bouvard law, SME-focused assets, and other personalized strategies to optimize your taxation while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including life insurance, financial protection, 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.
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 Toulon?
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 Toulon
Why hire a financial advisor in Toulon?
Your current financial choices can have a significant influence over time on your tax liability and wealth management. An expert financial consultant in Toulon can assist you optimize your choices and anticipate the best strategies for your assets.
With deep expertise in the French tax system, especially for expatriates and foreign investors, a tax and wealth specialist delivers custom guidance to maximize your financial potential while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or build a solid wealth structure, we guide you through every step.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At our firm, we offer precise, practical financial advice. 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 first meeting, we take the time to understand your financial goals, tax situation, and asset allocation strategies. Whether it’s fiscal planning, property acquisition, international mobility, or wealth management, this step guides our overall strategy.
After a thorough assessment, our expert presents customized solutions. We detail each possibility, associated tax advantages, and important warnings to prevent financial missteps.
Once recommendations are validated, we support you in applying them, including paperwork, investment choices, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to adapt your approach according to market changes, legal updates, or your personal financial evolution. Our experts ensure that your decisions remain aligned with your financial objectives.
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.