Our Services

Experience a personalized orientation and relocation advisory session designed for those moving to Madeira. Our expert consultants provide valuable answers on visa procedures, residence permits, lifestyle logistics, insurance, and integration to ensure a smooth transition. 

Consultation Booking: Book a 60-minute session—either in person or online—with one of our senior consultants for a pre-payment of €90. This fee guarantees your dedicated time slot and personalized guidance tailored to your needs, accompanied by our comprehensive real estate services.

Our real estate services include assistance with your property search, visiting properties on your behalf and providing detailed reports. We conduct technical surveys of properties and offer relocation advisory to help you acquire the right licenses for your investment property. Additionally, we manage both holiday and long-term rental properties, oversee remodeling and renovation projects, and provide staging and interior design services to enhance property value as you consider moving to Madeira.

We provide comprehensive assistance with opening a bank account and assigning an English-speaking account manager as part of our relocation advisory services. Additionally, we help you acquire health insurance or other necessary insurances and facilitate public health registration and benefits. Our support extends to scheduling medical appointments and recommending reputable moving and shipping companies for those moving to Madeira. We also assist with mailing packages and offer handyman and cleaning services to ease your transition into your new home.

Acquiring the Portuguese Tax Number (NIF) is a vital part of moving to Madeira. We offer comprehensive real estate services, including assistance with opening bank accounts and navigating residency permits. Our relocation advisory extends to helping you with your application for NHR (Non-Habitual Residency). Additionally, we provide legal and practical assistance for the purchase or import of an automobile, as well as for the purchase or renting of property. We also ensure thorough property documentation and permit due diligence.

Assistance with starting up a new business in Madeira includes creating a business plan, conducting feasibility studies, and providing expert relocation advisory. Our real estate services can help you find the perfect venue for your needs, while we also offer digital marketing and social media marketing strategies tailored to your business. Additionally, we specialize in creating your website and organizing conferences and events. For all your accounting needs, including invoicing and tax submissions, we are here to help you navigate your new journey after moving to Madeira.

Explore our partners' financial and wealth services, particularly if you're considering moving to Madeira. Feel free to contact us for more detailed information or to arrange a consultation with them directly regarding real estate services and relocation advisory.

Experience flat-fee and zero commission wealth planning tailored for English speaking expats moving to Madeira. Our financial modelling services help you assess whether you have sufficient resources for UK pension transfers and consolidations. We also offer expert guidance on offshore investment accounts and offshore investment bonds, alongside solutions like QROPS (Qualified Recognized Overseas Pension Scheme) and International SIPP (Self-Invested Personal Pension). For expats interested in QNUPS (Qualifying Non-UK Pension Scheme) and tax-efficient investment structures that comply with Portuguese regulatory requirements, our relocation advisory team provides comprehensive real estate services to support your transition.

Unbeatable exchange rates – We ensure your clients, whether they are moving to Madeira or investing in real estate services, always achieve the best exchange rates, effectively increasing their budget. Enjoy free market analysis to ensure your clients purchase at the optimal point within their time frame. Our services include free transactions and same-day payments. With named client accounts, there is one point of contact to streamline communication. We also offer cost price currency for your own transactions and tailor-made solutions with customized contracts. Additionally, our financial tools can help mitigate your clients' exposure with stop loss and limit orders. You will earn a 50% commission on all of your clients' transactions. We are FCA regulated, ensuring you are kept in the loop from start to finish, making the relocation advisory process as smooth as possible.

➢ Bank-independent asset management since 1985, with a focus on assisting clients moving to Madeira through our specialized real estate services.  

➢ Fully owned by the current and former management team and founding shareholder.  

➢ Solid performance backed by many years of investment experience, offering support for discerning private clients and institutional investors.  

➢ Individual and customized asset concepts tailored for those relocating, ensuring a smooth transition into their new environment.  

➢ Disciplined and systematic team investment approach providing comprehensive relocation advisory services.  

➢ High continuity and excellent employee retention reflect our commitment to quality.  

➢ Dynamic, flexible, and equipped with many years of experience in asset management.  

Monitoring & Control.  

Asset Management Services for Family Offices and Institutional Investors.