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We help Expats with Investments Wealth Transfer Retirement Plans Saving for Kids Real Estate  Taxes Insurances Legal Matters

#1 Financial Advisor for Expats in Austria! 🇦🇹 Expert Financial Services for Expats.
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Many of our clients work for:

Discover our Services:

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Investments

We help create, manage, and also improve your investments continuously! So your money can finally work for you!

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Wealth Transfer

What is the best, most tax-efficient way to transfer assets to your heirs? We certainly help you find the best solutions.

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Retirement Planning

Together we build your foundation to have the same, or also an even better lifestyle in the future!

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Saving for Children

Provide your children with a financial advantage by starting to save for them now!

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Real Estate & Loans

Buying or renting? We certainly help you decide to buy or rent and also find a suitable bank for loans.

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Taxes

Thanks to our tax advisors we bring light to your tax situation and also can potentially save you thousands of euros!

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Insurances

We ensure your financial safety by finding the best protection for you in case of an emergency.

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Lawyers & Notaries

We collaborate with top-notch lawyers and notaries who specialize in assisting expatriates.

Discover Our Comprehensive Financial Products

Why Choose us?

Your financial goals, our dedicated solutions: Experience personalized financial services for expats, certainly everything under one roof!

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Our Vision

Invest Expat certainly envisions becoming the #1 financial hub in Austria, where expats receive comprehensive guidance in Investments, Real Estate, Taxes, Insurance, Legal and beyond. Our commitment is to craft personalized financial solutions, ensuring expatriates achieve unparalleled success and also financial well-being throughout their Austrian experience. We certainly strive hard to chiefly offer best financial services to expats.

Our Mission

Our mission at Invest Expat is chiefly to deliver comprehensive financial guidance and also solutions that certainly cater specifically to the unique needs of expatriates, ensuring their financial security and also prosperity globally. We are certainly committed to offering personalized services, leveraging expertise chiefly in international finance to simplify complexities and also empower expatriates to make informed, strategic decisions.

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One Stop Shop

Your Comprehensive Hub for Financial Excellence: All Services Under One Roof!

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Transparency

Clear Guidance: We Keep it Transparent Every Step of the Way!

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Experience

Decades of Expertise at Your Service - Where Tradition Meets Innovation

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400+ Partners

Countless Partnerships, Endless Opportunities: Your Path to Financial Success

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How It Works

Your Journey to Financial Success in 4 Simple Steps

About Invest Expat

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Max Plank

Max, a financial advisor for nearly a decade, kickstarted this venture in Vienna. As an expat himself in Mauritius and Dubai, he certainly empathizes with the expat experience, fueling his mission to empower expats in Austria!