About Us

The Story of Invest Expat

Invest Expat was born from a genuine understanding of the unique financial challenges that expatriates face. Our founder, Max, experienced these challenges firsthand while living in Mauritius and Dubai. Navigating foreign financial landscapes sparked a passion in Max to help other expats achieve financial clarity and security.

Max’s vision came to life in Vienna, where he established Invest Expat with a mission to provide personalized financial solutions for expatriates in Austria. The journey took an exciting turn when Max met Prateek, an accomplished entrepreneur from India. Their shared vision and complementary skills transformed Invest Expat into a dynamic hub for expat financial services.

Together, Max and Prateek have built Invest Expat into a trusted partner for expats, offering expertise in investments, real estate, taxes, and insurances. Our team’s dedication to transparency, tailored advice, and ongoing support ensures that our clients can confidently navigate their financial journeys.

Invest Expat’s story is one of passion, partnership, and a relentless commitment to empowering expats to achieve their financial goals. Join us as we continue to make a difference in the lives of expatriates, one financial success story at a time.

Our Vision

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.

About Max

Max, the founder of Invest Expat, hails from the picturesque town of Lech am Arlberg and is a passionate skier. His personal experiences as an expat in Mauritius and Dubai drive his passion to help others with their financial needs.

At home, Max enjoys life with his wife Michi and their son Lino. His dedication to his family mirrors his commitment to his clients – focusing on care, understanding, and building secure futures.

Whether advising on finances or hitting the slopes, Max is all about creating meaningful relationships and helping expats succeed.

About Invest Expat

One Stop Shop

Your Comprehensive Hub for Financial Excellence: All Services Under One Roof!

Transparency

Clear Guidance: We Keep it Transparent Every Step of the Way!

Experience

Decades of Expertise at Your Service - Where Tradition Meets Innovation

400+ Partners

Countless Partnerships, Endless Opportunities: Your Path to Financial Success

Many of our clients work for:

Ready to Take the Next Step?

Contact us today for a consultation. Let’s build your financial future together.

OFFICE LOCATION

DC Tower 3
1220 Wien

PHONE NUMBER

+43 664 43 896 44