Start making money work for you! We help you find the best investments in Austria and abroad.
Your Journey to Financial Success in 3 Simple Steps
A diversified portfolio spreads investments across various asset classes, reducing risk and enhancing stability by mitigating the impact of market volatility. It maximizes potential returns by tapping into different market sectors and opportunities. Ultimately, diversification helps in achieving long-term financial goals with a balanced approach to growth and security.
Clients benefit from the guidance of experienced financial advisors who understand the complexities of expatriate finances. They provide ongoing support, advice, and monitoring to help clients make informed investment decisions.
We tailor each investment portfolio to our clients by thoroughly understanding their financial goals, risk tolerance, and unique circumstances. This personalized approach ensures that every portfolio is strategically aligned to maximize growth and stability.
It is a long established fact that a reader will be distracted by the readable
It is a long established fact that a reader will be distracted by the readable
It is a long established fact that a reader will be distracted by the readable
It is a long established fact that a reader will be distracted by the readable
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.
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
Ireland
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.
Czech
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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