Our services
Expert Financial and Investment Advice for Expats Living in France
At Aisa International France, we specialise in providing bespoke financial and investment advice to expatriates living in France. Whether you’ve recently relocated or have been here for years, we understand the complexities of managing your finances across borders – and we’re here to help you navigate them with clarity and confidence.
Financial Planning
for Expats
Living abroad can complicate your finances. We simplify them. We offer comprehensive financial planning tailored to your lifestyle, residency status, and long-term ambitions.
Our services include:
- Cross-border investment planning
- Retirement and pension strategies
- French mortgages and insurance brokerage
- Wealth preservation and estate planning
Investment Advice
Make smart, globally minded investment decisions.
Our independent advisers offer evidence-based investment strategies suited to your risk profile, goals, and international circumstances.
We help you:
- Construct and manage diversified global portfolios
- Understand investment options in France and abroad
- Optimise tax-efficient investing for expats
- Review and adjust your strategy over time
Property & Real Estate
Buying a property in France or Monaco? Whether you plan to change your country of residence or not, we’ve got you covered.
We can help you purchase a property in France or Monaco by providing the following services:
- Budgeting, including borrowing capacity and purchase cost estimations
- Purchase location and price guidance, based on national property price data.
- Navigating French mortgage systems
- An overview of French property taxes and purchase costs, including the French property wealth tax.
- Rental income planning and inheritance guidance
Tax & Guidance
Stay informed, stay compliant wherever you are. In collaboration with trusted tax professionals, we can ensure you remain compliant with both French and international tax regimes.
Our services include:
- French tax-efficient investments
- Cross-border tax filing assistance via expat-specialised accountants
- An introduction to a trusted bilingual French tax lawyer for more complex requirements
- Coordination with bilingual tax advisers
Insurance & Risk Protection
Comprehensive cover for a global lifestyle.
We advise on insurance products suited to expatriates, helping you protect your health, income, family, and future.
We can help you with:
- French and international health insurance
- French life and incapacity insurance
- French income protection insurance
- Policy reviews to avoid overlaps or shortfalls
Relocation & Settling-In Support
Moving to France? We’ll help you settle with confidence.
We work alongside relocation experts and legal advisers to ensure a smooth transition to life in France.
Our support includes:
- Opening French bank and investment accounts
- Transferring pensions and assets internationally, including currency transfers
- Navigating local financial and legal systems
- Planning for permanent residency or French citizenship
Why Work With Us?
Specialists in International clients
Deep knowledge of cross-border issues and solutions.
Independent & Transparent
Unbiased advice tailored solely to your needs.
Bilingual Service
Fluent in both English and French, with cultural understanding.
Client-Centred Approach
We operate to a fiduciary standard – your interests come first.
Regulated
Regulated by the French financial services regulator, the AMF.
Let’s Start With a Conversation
Contact us for a no-obligation consultation to explore how we can support your financial wellbeing in France and beyond.