ABOUT US

Luso Financial Planning is a specialist firm providing international financial advice, offering cross-border, international financial products available from major insurance groups and banks. We provide tailored financial solutions to help build and protect your assets. Through a single point of contact our advisers deliver professional and client focused financial planning designed to save you time and help make you money.

 

Luso Financial Planning offers total transparency when providing financial advice, and as part of our commitment to our clients Luso Financial Planning only offers, and works with, regulated financial product providers.

SERVICES AND PRODUCTS

The services and products we provide via international financial institutions include the following:

  • Investment planning

  • Saving plans

  • Pension plans for groups & individuals

  • transferencia hipoteca

    Mortgages and Loans

  • juros hipoteca

    Estate Planning

  • Tax Planning

  • Trusts

  • Life Insurance

  • Investment planning

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CONTACT US TODAY

to arrange a meeting to see how we can help you plan your financial future

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.