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 so you have our service whenever you need it. We also offer our services on an hourly basis at 250,- € per hour.
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.
To advise clients in Austria, you must be licensed as a professional financial advisor, and we are also licensed as a professional insurance broker.
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. This includes all strategies, services, market newsletters, insurance claims, support and more.
Contact us today for a consultation. Let’s build your financial future together.
DC Tower 3
1220 Wien
© Copyright 2024 – Invest Expat
© Copyright 2024 – Invest Expat GmbH
