Hello!

I’d love to tell you in my own words how we can help expats with investments.

From my experience as a financial consultant, the first thing we do with all our clients is to assess what they are actually looking for.

I’ll be completely transparent with them and explain the situation in Austria, because most of the time it’s quite different to what they’re used to in their country. For instance, in Brazil, you can get up to 12% fixed annual returns on your bank account. In Austria, we can only dream of that, but we do have to consider inflation, government security, and currency.

So, the first step with you in your first meeting is just checking what your expectations are and how it will differ in Austria.

After that, we’ll do a risk profile, which is a must for anyone who wants to invest in Austria, whether it’s a regular stock portfolio, asset management, private equity, or real estate. Once we’ve done that, we’ll get to work and create your perfect investment portfolio.

It can be anything from stocks and ETFs (my personal favorite) to physical real estate and private equity.

Before we sign anything with you, we’ll be upfront about all the pros and cons of each investment. Once we take action, we’ll keep a close eye on your investments and give you regular updates so you can rest assured that your investments are performing as you’d like.

Just reach out to me and we can chat about your personal situation.