Portugal Homes' investment advisory team: Matthew McGurn, Gary Harland, Simon Hobson and Ryan Dunn in a Private Meeting with clients.
In the ever-evolving landscape of global investment and relocation, the value of personalized consultations cannot be overstated. Our complimentary Private Meetings serve as a conduit to bespoke advice and tailored insights, particularly when navigating complex Residency by Investment programmes such as the Portuguese Golden Visa and its Investment Funds option, the D2 Visa, or prior to the purchase of an overseas Real Estate property. This article will guide you through the entire process of our private meetings, from scheduling to follow-up, and explores the myriads of benefits of these consultations.
Understanding Portugal Homes' Private Meetings
Our complimentary private meetings are meticulously designed by Portugal Homes’ CEOs David Poston and Gary Harland to provide individualised guidance to those interested in applying for the Residency by Investment programme in Portugal. These consultations are free of charge and focus on the client's needs, becoming an invaluable opportunity for prospective over-seas investors and entrepreneurs to engage directly with our experts. Unlike generic information sessions and online calls, our in-person private meetings deliver targeted advice and on clarifying intricate details pertinent to your unique situation. The benefits of such personalised interactions are manifold, including enhanced understanding of complex visa programmes in Portugal, strategic investment planning, and streamlined application processes.
The Process of Scheduling and Preparing for a Meeting
Scheduling Your Private Meeting with Portugal Homes
The process begins with scheduling your private meeting. This can be accomplished via our online booking system, which allows clients to select a day slot that better suits their convenience. Upon booking, you will receive a confirmation email containing details of your appointment, followed by a call from our telemarketing advisors to collect data upfront in order to make your private meeting section as personalised as possible. Alternatively, if you prefer a more direct approach, our team is available to assist you in scheduling an initial online consultation before the meeting occurs. It is important to remember that our private meetings have a limited amount of spots, so it is important to keep tunned in our website and social media to see when and where are the private meetings taking place.
In September 2024, Portugal Homes team of experts are coming to the U.S. and Canada, covering over 20 cities and helping more than a thousand clients. With a dedicated team, Portugal Homes will assist U.S. citizens on how to navigate the complexities of the Golden Visa application process, from selecting the right investment to managing all legal affairs. Our team will ensure support for a smooth transition for Americans and Canadians looking to make Portugal their new home.
Preparing for the Private Meeting with our Advisors
Preparation is key to maximising the efficacy of your private meeting session. Keep in mind that you should think through questions such as your preferences, objectives, and any specific queries you may have. Additionally, it is prudent to assemble relevant documentation that might be requested by our telemarketing advisor, that may facilitate a more productive discussion. This preparatory step ensures that the meeting is focused on you and relevant to your needs.
Browse Our Website: Understand More About Visa Programmes
We invite you to browse through Portugal Homes website to gain a deeper understanding of the opportunities and possibilities that will be discussed during your private meeting. Our site offers a wealth of information on the Residency-by-Investment programmes, the Golden Visa, and D2 Visa, as well as other investment and relocation options in Portugal. By familiarising yourself with the resources available online, you can come to the meeting better prepared, with a clearer vision of your goals and the questions you would like to explore further. Visit our website to explore these possibilities and start envisioning your future in Portugal.
The Structure of the Meeting: Initial Introductions
Our private meetings normally take 1 to 2 hours, in a hotel conference room, and commence with a formal introduction to our advisors, followed by an overview of your pre-collected objectives. This phase sets the stage for a structured dialogue, ensuring that both parties are aligned on the goals of the consultation.
The core of the meeting involves an in-depth discussion of Portugal Homes’ primary products and services: the Portuguese Golden Visa, the D2 Visa, real estate purchases in Portugal and property management for overseas clients. Our experts will provide comprehensive information, elucidating the benefits, requirements, and application processes associated with each product. This segment of the meeting is designed to address your specific needs and answer any questions you may have.
Investment Advisor Paul Smith (left) and Investment Director Simon Hobson (right) speak to a client during Portugal Homes' series of Private Meetings.
Following the discussion, there will be a segment dedicated to addressing any remaining inquiries. Our team will outline the subsequent steps and provide a summary of the key takeaways from the meeting. This ensures that you are well-informed and prepared for the next phases of your investment or relocation journey.
After the meeting, you will receive a detailed summary document with the key points discussed and any action items. Our commitment to client support extends beyond the meeting itself; we remain available to address further questions and assist with the subsequent steps. This follow-up process is vital to ensuring a seamless transition from consultation to implementation.
Exploring Our Main Products: Portugal Golden Visa and D2 Visa
The Golden Visa programme offers a pathway to residency in Portugal through various investment avenues. This programme is particularly advantageous for individuals seeking to secure residency while investing in qualifying assets. Key benefits include visa-free travel within the Schengen Area and the potential for permanent residency or citizenship only after 5-6 years.
The Golden Visa programme in Portugal has currently very appealing option which provides an alternative route to obtaining a Golden Visa through investment in designated funds. These funds are structured to offer both financial returns* and compliance with the residency requirements of the Golden Visa programme. Investors benefit from a streamlined application process and the potential for significant returns on investment.
*Disclaimer: this page is intended solely for professional investors for informational purposes only. There is no assurance that the objectives outlined will be achieved or that the investment will be successful. This page and any related informative material are governed by the laws of Portugal.
The D2 Visa is currently one of the most efficient ways of obtaining Residency within the European Union with benefits such as visa-free travel over the Schengen Zone and most cost-effective path to citizenship in the EU. The visa programme is tailored for entrepreneurs and individuals seeking to establish or relocate a business in Portugal. This visa facilitates the creation of a business presence within the country, offering numerous advantages for business owners, including access to the European market and favourable tax conditions.
One of the key advantages of the programme is the opportunity to obtain EU citizenship. You can secure residency just 3 months after submitting your D2 Visa application, and after 5 years, you will be eligible to apply for the Portuguese passport. At that stage, you can also request to reunite your family and bring them to Portugal.
Portugal Homes' CEOs and Managing Directors, David Poston (left) and Gary Harland (right) on a virtual meeting with a client.
How to Participate at Portugal Homes Private Meetings?
Private meetings represent an important part of our company’s philosophy, which focuses on our client's needs. Our client’s satisfaction is the most important goal for us, making the private meetings an important tool. We offer tailored advice and personalised support for all individuals navigating the complexities of the Golden Visa and the D2 Visa programmes, as well as real estate purchase in Portugal, tax representation and property management. We encourage prospective clients to schedule a private meeting to benefit from bespoke guidance and take informed steps towards achieving their investment and relocation goals.
For further information or to arrange a meeting, please visit our private meetings page or contact our team directly.
