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GREAT OFFERS FOR YOU AND YOUR FAMILY

Luso Financial Planning is a completely independant financial advisory firm offering specialist advice for expatriates and international clientele resident in Portugal. We work with well known and prestigious financial institutions both internationally and locally based to provide our clients with products and services tailored to specific needs and objectives.

Our advice and services include Expatriate Tax Planning, Investments, Savings and Pensions, Estate Planning, Mortgage & Loan facilities available from national and international banks & Insurance Companies

Investments

Pension Planning

Savings & Pensions

Advice On Existing Policies

Loans and Mortgages

Non Habitual Residents in Portugal

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WHY CHOOSE US

We provide customers with a variety of products and services, including life insurance, mutual funds and investment management.

Who we are

We are a boutique firm, tailored to diserning to international/national clientele.

Established in 2000, we are a licensed and regulated international financial services broker fully independent of any other entity.