Banking & Financial Services

Smart Financial & Banking Solutions in Portugal

Get complete financial support as a resident or expat in Portugal—open bank accounts, apply for credit, manage taxes, and get help with loans, investments, and U.S. tax compliance.

Banking & Financial Services We Offer

Here are the services we provide to help you manage your money, credit, and taxes in Portugal—whether you're settling as an expat, investing, or running a business.

Open a Bank Account

Open a personal or business bank account in Portugal quickly and easily, with full document support.

Portugal

Mortgage Help

Understand Portugal’s mortgage market and secure financing for your home or investment property.

Portugal

Credit Card Assistance

Apply for Portuguese credit cards with help understanding eligibility, fees, and required documents.

Portugal

Personal Loan Help

Access local personal loans for relocation, home upgrades, or education expenses—no confusion, just results.

Portugal

IFICI (NHR 2.0)

Apply for Portugal’s new tax incentive (IFICI) tailored to researchers, professionals, and innovators.

Portugal

Regressar Programme

Returning to Portugal? Reintegrate easily with financial and employment incentives from the Regressar Programme.

Portugal

Bookkeeping & Financial Reporting

Get expert bookkeeping, reporting, and accounting services for your business or startup in Portugal.

Portugal

Tax Return Help

File your personal or business tax returns in Portugal accurately and on time with expert assistance.

Portugal

Fiscal Representative Service

Appoint a trusted fiscal representative to manage your tax affairs if you live abroad or don’t have residency.

Portugal

U.S. Expat Tax Compliance

U.S. citizen in Portugal? Stay IRS-compliant while managing Portuguese taxes with specialized expat services.

Portugal
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Ready to Simplify Your Finances in Portugal?

Get expert help with banking, loans, taxes, and more—tailored to expats, professionals, and entrepreneurs.
Give us a call

Available from 9am to 8pm, Monday to Friday.

Send us a message

Send your message any time you want.

Our usual reply time: 1 Business day
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Arsheed Bhat CEO