All Advisors
Founder & Senior Financial Advisor
Max Plank
Founder of Invest Expat. One decade guiding internationally mobile families through cross-border investments, pensions and estate planning in Austria.
About
Max's approach.
Max, a financial advisor for nearly a decade, kickstarted this venture in Vienna. As an expat himself in Mauritius and Dubai, he empathizes with the expat experience — fueling his mission to empower expats in Austria.
He founded Invest Expat to build the firm he wished he'd had when moving countries: independent, transparent, and genuinely fluent in the cross-border life.
Expertise
What Max does.
- Financial Advisory Expertise — nearly a decade of experience
- Entrepreneurship — founded a venture in Vienna
- Empathy & Cultural Awareness — personal expat experience in Mauritius and Dubai
- Expat Financial Planning — focused on empowering expats in Austria
- Mission-Driven Leadership — purpose-led business for a specific community
Get in touch
Reach out to Max.
Send a short note about your situation and Max will get back to you personally, usually within one business day.
