Invest Expat GmbH

Invest Expat is an independent financial advisory firm specializing in helping expats, international professionals, diplomats, and globally mobile families living in Austria build, protect, and grow their wealth.

 

We provide holistic financial planning tailored to the unique challenges of cross-border living. Our services include investment management, retirement planning, portfolio reviews, private health and personal insurance, mortgage and real estate financing, tax coordination, estate planning, and financial planning for international families.

 

Unlike traditional advisors who focus on a single provider, we work independently through regulated partners to identify solutions that best fit each client's goals and international circumstances. We understand the complexities of multiple tax jurisdictions, changing residency, international pensions, and globally diversified investment portfolios.

 

Our mission is to simplify financial decisions for expats by providing transparent, long-term advice that gives clients confidence wherever life takes them. Through a combination of experienced advisors, modern technology, and ongoing support, we help clients create portable financial strategies that continue to work across borders.

 

Whether someone has just moved to Austria, is planning to relocate, or has been living abroad for years, Invest Expat provides the expertise and guidance needed to achieve long-term financial security.