Introduce someone you trust.You both gain a year.
Our clients come to us through people they respect. If you introduce a friend, colleague or family member who becomes an active client, we waive a full year of membership — for both of you.
Activated once the introduced person becomes an active Invest Expat client.
Three steps. No small print games.
Share the introduction
Send us their details, or share your personal referral link so they can reach out themselves.
We reach out once
A senior advisor contacts them courteously within one business day, referencing your introduction.
Both years are waived
Once they become an active client, your next annual membership and their first are free of charge.
Independent advice for internationally mobile people.
Expats, returning nationals and Austrian private clients with assets and obligations in more than one country.
Investments
Globally diversified, low-cost portfolios structured for Austrian and cross-border taxation — including KESt reporting and PFIC-aware solutions for US persons.
Retirement
Pension entitlements spread across the UK, US, EU and Austria, consolidated into one plan with a clear picture of the gap and how to close it.
Insurance
Independent cover analysis — income protection, life, health and liability — built around international mobility rather than a single provider's shelf.
Introduce someone you trust.
We contact the person once, courteously, and reference your introduction. Nothing more.
The benefit, in plain terms.
The Member Referral Benefit is a goodwill programme of Invest Expat GmbH and can be amended or discontinued at any time for future introductions. No cash payments are made for introductions, and participation never influences the independence of our advice. The benefit applies to the annual membership fee only.