Free Investment Guide for Expats in Austria
Make your money work in Austria — without costly expat mistakes.
Discover the 5 decisions international professionals should get right before investing, so you can build a more tax-aware, globally diversified financial plan.
Are you currently living or working in Austria as an expat or international professional?
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Inside the guide
What you'll learn in the Expat Investment Guide
1. Avoid the 5 costly mistakes
Understand the investment, tax and planning mistakes that can create unnecessary complexity for expats living in Austria.
2. Build a plan that works across borders
Learn the key principles for structuring savings, investments and pensions when your life, career or assets span more than one country.
3. Know your next best step
Use a practical checklist to assess where you stand today and what to clarify before making your next investment decision.
4. Optional: discuss your situation with an expert
After receiving the guide, you can request a complimentary 30-minute Expat Financial Clarity Call with our team.
Your chance to speak with an Independent Financial Expert
Book a free 15-minute discovery call with one of our senior advisors.
We'll review your financial situation, answer your most pressing questions, and show you exactly how we can help you build a secure financial future in Austria — no obligation, no pressure.
Client Success Stories
We help expats and internationals across Austria take control of their financial future
“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!”
“Very well presented and super good English. Max made it easy to understand and was punctual as planned. Thank you — highly recommended for any expat looking for clear financial guidance in Austria.”
“Max stands out for his professional advice and integrity. I've been in regular contact with him for over a year and would choose his advisory services again and again without hesitation.”
“After years of uncertainty around cross-border taxes and investments, Invest Expat gave me a clear plan I could trust. For the first time, I feel genuinely in control of my financial future in Austria.”
Ready to Take Control of Your Finances in Austria?
Download your Expat Wealth Guide now, and get all information you need!
Trusted by professionals from leading organizations
About us
Austria's leading independent financial advisors for expats and locals
About Invest Expat
Invest Expat GmbH was founded to solve a very real problem: expats in Austria face an overwhelming financial landscape — from cross-border tax obligations to navigating local investment options and insurance.
We provide truly independent, personalized financial advice with zero hidden agendas. With offices in Innsbruck and Vienna, over 10 years of cross-border experience, and clients from 60+ nationalities, we are the trusted financial home for expats and locals across Austria.
Regulated by the Austrian Financial Market Authority (FMA) and rated 4.9 stars on Google, we deliver the clarity, confidence, and peace of mind you deserve.
Our expertise
Independent Investment Advice
We build optimized, diversified investment portfolios tailored to your individual goals — with full transparency and no commissions driving our recommendations.
Cross-Border Tax & Compliance Support
Our exclusive partnerships with Austrian banks like Schellhammer Capital Bank and Hypo Tirol Bank ensure your tax obligations in Austria are handled automatically — no stress, no surprises.
Comprehensive Financial Planning
From pensions and insurance to real estate and legal assistance — we cover every dimension of your financial life in Austria, all under one roof.
These are your next steps
Ready to Get Started?
- 1
Book Your Free Discovery Call
Schedule a free 15-minute call with a senior advisor. We'll listen to your situation, answer your questions, and help you understand exactly what's possible for your financial future in Austria.
- 2
Personalized Financial Analysis
Our advisors conduct a thorough review of your financial picture — investments, pensions, insurance, and tax exposure. We identify the gaps, the opportunities, and the clearest path forward for you.
- 3
Your Custom Financial Strategy — Free
Based on our analysis, we develop a tailored financial plan aligned to your goals and timeline. You leave the call with clarity, confidence, and a concrete next step — no obligation required.
Have questions?
Frequently Asked Questions
What services does Invest Expat offer?+
We provide a full range of independent financial services including investments, pension planning, tax advice, insurance, real estate guidance, and legal assistance — all tailored to expatriates and local residents in Austria. Our advice is completely independent, meaning we always act in your best interest.
I'm an expat — can you really help with cross-border taxes?+
Absolutely. Cross-border tax complexity is one of the most common challenges our clients face. Through our exclusive partnerships with Austrian banking institutions like Schellhammer Capital Bank and Hypo Tirol Bank, tax matters in Austria are handled automatically on your behalf — removing the stress and uncertainty of managing it yourself.
How much does it cost?+
Our fees are fully transparent and always agreed upon before we begin. There are no hidden costs or surprise charges. During your free discovery call, we'll walk you through our fee structure so you can make a fully informed decision — with no pressure.
Is Invest Expat regulated?+
Yes. Invest Expat GmbH is fully regulated by the Austrian Financial Market Authority (FMA). We maintain the highest professional standards and are committed to acting in the best interests of every client we serve. Our 4.9 Google rating from over 103 reviews reflects that commitment.
How quickly can I get started?+
You can book your free 15-minute discovery call today and speak with a senior advisor within days. Many clients find that even the first call brings meaningful clarity to their financial situation. From there, we move at a pace that works for you — no rushing, no pressure.
4.9 from 103+ Google Reviews
Free Financial Consultation for Expats in Austria
Finally: Clear, Independent Financial Advice in Austria — Without the Confusion of Cross-Border Complexity
Trusted by professionals from leading organizations