One expert, start to finish.
No sales team, no handoff. Jason guides you personally from the first conversation to residency approval — and coordinates a trusted network of regulated partners to do the rest.
What Jason does — and what the network does.
Jason, personally
- Your single point of contact, first call to approval
- Understands your goals, family and timeline
- Maps the right route — Portugal or beyond
- Gives you the key facts to decide with confidence
- A qualified financial planner’s understanding of every qualifying fund — the key facts in plain English, so your decision is fully informed
- Keeps you updated at every stage
The regulated partner network
- Regulated fund, tax and legal specialists
- Investment funds and fund management
- Documentation and the in-country application
- Submission through AIMA and biometrics support
- The regulated advice sits here — not with Jason
Six steps, one point of contact.
Private consultation
You speak directly with Jason about your goals, timeline and circumstances — candid guidance, no obligation.
Strategy & route
Jason maps the right route and connects you with the appropriate regulated fund, tax and legal partners.
Investment selection
With direct access to Portugal's leading fund managers and the key facts laid out clearly, you choose with confidence.
Application & submission
The regulated partners prepare your documentation and submit through AIMA, keeping you and Jason updated throughout.
Biometrics & approval
You attend biometrics in Portugal; residency is typically approved within 12–18 months.
Renewals & beyond
Maintain residency on ~7 days a year, with permanent residency from year five and a pathway to citizenship in 7–10.
Ready to begin?
Book a private consultation and Jason will walk you through exactly how it would work for you.