RZ Financial Planning is a Portuguese tax and investment adviser providing bespoke financial planning and wealth management for affluent individuals and expatriates in Portugal. The firm combines local knowledge of Portuguese tax rules, regulations and investment opportunities with a personalised approach designed around each client’s goals, risk tolerance and lifestyle. Its services cover complex tax planning, investment structures and investment management, pension and retirement planning, estate planning and wills, and wealth succession.

RZ Financial Planning also offers private office services, acting as a single point of contact to help coordinate multiple financial and administrative needs. For clients with assets across jurisdictions, the firm works alongside specialist providers and experts to support investment structures and the administration of non-financial assets. Its planning can address cross-border finances, property-related tax considerations, incapacity and succession arrangements, and family discussions about shared goals for wealth.

RZ Financial Planning is registered with the Portuguese Securities Market Commission as a tied agent to ASK Patrimónios SA