#1 Financial Advisor for Expats in Austria! 🇦🇹
We help create, manage, and improve your investments continuously! So your money can finally work for you!
What is the best, most tax-efficient way to transfer assets to your heirs? We help you find the best solutions.
Together we build your foundation to have the same, or an even better lifestyle in the future!
Provide your children with a financial advantage by starting to save for them now!
Buying or renting? We help you decide to buy or rent and find a suitable bank for loans.
Thanks to our tax advisors we bring light to your tax situation and can potentially save you thousands of euros!
We ensure your financial safety by finding the best protection for you in case of an emergency.
We collaborate with top-notch lawyers and notaries who specialize in assisting expatriates.
We help create, manage, and improve your investments continuously! So your money can finally work for you!
What is the best, most tax-efficient way to transfer assets to your heirs? We help you find the best solutions.
Together we build your foundation to have the same, or an even better lifestyle in the future!
Provide your children with a financial advantage by starting to save for them now!
Buying or renting? We help you decide to buy or rent and find a suitable bank for loans.
Thanks to our tax advisors we bring light to your tax situation and can potentially save you thousands of euros!
We ensure your financial safety by finding the best protection for you in case of an emergency.
We collaborate with top-notch lawyers and notaries who specialize in assisting expatriates.
Your financial goals, our dedicated solutions: Experience personalized service, everything under one roof!
Invest Expat envisions becoming the #1 financial hub in Austria, where expats receive comprehensive guidance in Investments, Real Estate, Taxes, Insurance, Legal and beyond. Our commitment is to craft personalized financial solutions, ensuring expatriates achieve unparalleled success and financial well-being throughout their Austrian experience.
Our mission at Invest Expat is to deliver comprehensive financial guidance and solutions that cater specifically to the unique needs of expatriates, ensuring their financial security and prosperity globally. We are committed to offering personalized services, leveraging expertise in international finance to simplify complexities and empower expatriates to make informed, strategic decisions.
Your Comprehensive Hub for Financial Excellence: All Services Under One Roof!
Clear Guidance: We Keep it Transparent Every Step of the Way!
Decades of Expertise at Your Service - Where Tradition Meets Innovation
Countless Partnerships, Endless Opportunities: Your Path to Financial Success
Your Journey to Financial Success in 4 Simple Steps
Max, a financial advisor for nearly a decade, kickstarted this venture in Vienna. As an expat himself in Mauritius and Dubai, he empathizes with the expat experience, fueling his mission to empower expats in Austria!
A Synthesis of Tech and Financial Acumen – Leveraging diverse experiences from startups to green energy, infusing cutting-edge tech insights into financial strategy and operations.
Max, a financial advisor for nearly a decade, kickstarted this venture in Vienna. As an expat himself in Mauritius and Dubai, he empathizes with the expat experience, fueling his mission to empower expats in Austria!
A Synthesis of Tech and Financial Acumen – Leveraging diverse experiences from startups to green energy, infusing cutting-edge tech insights into financial strategy and operations.
Invest Expat caters to expatriates working and living in Austria, seeking expert financial guidance and tailored solutions. Whether you’re a seasoned investor or just starting, our services are designed to meet your unique needs.
We do help Austrians as well!
Our services are adaptable to different financial situations. Whether you’re looking to invest a substantial amount or start with a modest portfolio, we’ll tailor solutions to maximize your financial potential. We recommend a minimum investment of € 50,000 or € 1,000 per month.
During a first free call, our seasoned advisors will discuss your financial goals, assess your current situation, and outline potential strategies. It’s an opportunity for you to ask questions and explore how we can help you achieve your objectives.
Your assets remain securely with established financial institutions. We work with trusted partners to ensure the safety and integrity of your investments.
Absolutely. Our experienced tax advisors specialize in navigating Austria’s tax landscape, ensuring that your investments align with optimal tax strategies.
We offer a completely free initial meeting to see if we can help you at all. If so, we will discuss the next steps. If you become a client then we charge a fee of 199,- € per year (incl. VAT) so you have our service whenever you need it. We also offer our services on an hourly basis at 250,- € per hour (incl. VAT).
Yes, we prioritize the security and confidentiality of your information. Our robust data protection measures ensure the highest level of privacy and compliance with industry standards. We do not share personal information with third parties unless you authorize us to do so.
Of course. We offer both online and in-person meetings for your convenience. We have offices in Vienna and Innsbruck and are also located in Vorarlberg.
If you’re moving away and you have assets here, we’ll sit down and talk about the best way to handle things. We’ll look at taxes, regulations, and other factors from the country you’re moving to and decide whether to cash out or leave it as is.
Absolutely! Even if you already have investments, Invest Expat can help optimize your portfolio and ensure it aligns with your long-term goals. We offer expert guidance tailored to expats, covering investments, real estate, taxes, and retirement planning for comprehensive financial support.
Our fees for investment services vary based on each client’s specific needs and portfolio size. During our free consultation, we’ll provide a detailed breakdown tailored to your situation, ensuring full transparency and no hidden costs. Typically it ranges from 0.5% – 2% p.a. depending on volume.Â
To advise clients in Austria, you must be licensed as a professional financial advisor, and we are also licensed as a professional insurance broker.Â
We have a completely free introductory meeting to find out if we can help you at all. Once you become a client we have an annual fee of 199,- Euro or 299,- Euro as a family (incl. VAT). This includes all strategies, services, market newsletters, insurance claims, support and more.
India
Thanks for guiding me through the Austrian financial jungle. Greatful for your services and we are looking forward, working with you in the long run
Austria
Wurde über viele Details beraten, hab Antworten auf alle meine Fragen bekommen und ein best möglichen Deal bekommen, sehr schnelle und extensive Expertise.
Argentina
I have only just had a first appointment so many of these things are difficult or impossible to rate at this stage but the first interaction was positive. I look forward to finding out more in the next call
Great Britain
Very knowledgeable and enthusiastic which is important to me. If someone is managing my money which I worked hard for it’s important to me that it’s more than just a job to them
Germany
Beratung zu allen Themen, von Versicherungen bis Anlagen, keines ist ihm zu klein oder zu groß. Und das ganz neutral, unaufdringlich und persönlich. Sehr angenehm und vertrauenswürdig.
Italy
Very well presented and super good English. Max made it easy to understand and was punctual as planned. thank you…
Austria
Max zeichnet sich besonders durch seine professionelle Beratung und seine integere Persönlichkeit aus. Ich darf bereits seit gut einem Jahr im regen Kontakt mit ihm stehen & würde mich immer wieder aufs Neue für seine Beratungsleistungen entscheiden.
Spain
Thank you so much for everything and I have a tole free Customer Service number if i actually end up having any problems in the future in my email with all my account details
France
Invest Expat is a financial game-changer! Their tailored solutions and transparent approach made navigating Austria’s financial landscape a breeze. A trusted partner for me, for sure!
Nigeria
Thanks to Invest Expat, my investments have grown significantly, and I’ve secured my dream home in Austria. Their personalized strategies and expert advice have truly transformed my financial future.
South Africa
The depth of knowledge at Invest Expat is impressive. They not only helped me optimize my investment portfolio but also educated me on tax benefits and retirement planning, empowering me to make informed financial decisions
New York
Thank you so much for everything and I have a tole free Customer Service number if i actually end up having any problems in the future in my email with all my account details
New York
Thank you so much for everything and I have a tole free Customer Service number if i actually end up having any problems in the future in my email with all my account details
IrelandÂ
Thank you so much for everything and I have a tole free Customer Service number if i actually end up having any problems in the future in my email with all my account details
Austria
Ich war aufgrund meines Unwissens, was Wertpapieren angeht, sehr skeptisch. Max hat sich aber Zeit genommen und mir alles in Ruhe erklärt. Er hat alle meine Fragen mit viel Geduld beantwortet. Ich fühle mich gut beraten und gut aufgehoben. Ich würde Max jederzeit weiterempfehlen.
CzechÂ
I was initially overwhelmed by the complexities of managing finances as an expat. Invest Expat’s team made the process seamless and stress-free, providing clear guidance and reassurance every step of the way.
Contact us today for a consultation. Let’s build your financial future together.
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