• Location

  • Where to live in greater Lisbon (based on your wants/needs/budget)

  • Where to invest in greater Lisbon (areas that will boom in 5-10 years)

• Properties

  • Apartment vs house considerations

  • Evaluation Checklist

  • Provide list of properties to visit based on your brief to me

  • Construction / renovations

  • Property Management

• Purchase/Rental Process

  • Initial Contract (CPCV) and formal contract signing (escritura)

  • Purchase costs/taxes and who pays them

  • Role and need for a lawyer

  • Role and renumeration of real estate agent

• Requirements to buy property

  • Opening a bank account

  • Securing a Portuguese Tax number (NIF) – can require several weeks

• Living in Portugal

  • Selection of most appropriate International and/or local school

  • Health Insurance options and costs

  • Home purchase process from start to finish

  • Provide insight into life in Portugal (the great, good, bad, and the ugly)

  • Car purchase and ownership

  • Which utility provider to select and securing the service

  • Public transit and its importance when considering locations

  • How to best transfer money internationally

  • Accessing and navigating Finanças website (for tax purposes)

• Other

  • Tell me what assistance you need… I’ll likely be able to help

On which topics am I NOT qualified to help you:

• Resident visa

• Tax Consultancy

  (on above I can share my experience but am not qualified to provide professional assistance)