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Buyer Journey Coverage
Key challenges in Portugal when you decide to buy a house: Openning the bank account and get the Fiscal Number and become a Portuguese tax payer. Of course we help with this once we have protocols with banks and lawyers.
Each of our properties have all documents updated so, once the client decides to purchase the property it can do it in the shortest time possible.
The main challenge is to get the right appraisal of the property. Portuguese market have some challenges due to the increase of the tax rate. It's important to check with us the loan capacity of each client.
No major challenges on this matter.
International Client Coverage
EU
Compliance expertise
Typical challenges
After starting my career in financial consulting, I accepted the challenge of leading the company’s team of consultants. During that time, I also served as a trainer in the areas of management, finance, and human resources for both public and private entities. I headed the professional training department at that same company. Having exhausted all opportunities for advancement, I took on a new role at a group of construction, engineering, and consulting firms as Director of Finance and Human Resources. During that time, I founded an events and tourism entertainment company, organizing various sports and incentive events for companies. After several years of operation, the group of companies was sold in 2010. I was invited to work in real estate at CBRE, as part of the research team. After a stint at Porta de Frente Christie’s, I was invited by ACROSS Real Estate to take on the role of Commercial Director, working with international markets. In 2017, I accepted the challenge at Castelhana to work in the Lisbon development department, where I took on the role of Business Developer, a position I held until January 2025. I am currently the Director of Developments at ERA Praça de Espanha.
Buyer Personas Served
HNWI primary
Property focus
Key priorities
Pricing & Engagement
Primary engagement
Percentage of property value
Fixed fee
Percentage of property value
Rate:4%
Amount:€6,000
Range:€6,000 – €500,000
Applies to: Final sale price
Included services
Potential add-ons
translation
✓ Included in standard fee
Retainer
20%
Due at CPCV
30%
Due at deed
30%
VAT handling
Included
Accepted payment methods
Availability & Client Support
Initial response
Within 24h
Concurrent clients
Max 30
Primary timezone
Europe/Lisbon
Availability windows
Meeting availability
business hours only
Initial consultation
Complimentary client choice
Duration: 60 minutes
Communication channels
Additional services
Emergency availability is provided for urgent client needs.
Available 24h for closing emergencies and for active transactions
Professional Network
Integration approach
partial
Specialists per project
5 specialists
We become an extension of your team. Once your goals are defined, we coordinate the right people, expertise, and resources to bring them to life—ensuring seamless execution from planning to delivery.
lawyer
Specializations
accountant
Specializations
architect
Specializations
engineer
Specializations
notary
Specializations
bank
Specializations
property manager
Specializations
insurance broker
Specializations
Technology & Remote Delivery
OneDrive
document management
Microsoft Teams
communication
CRM (G.ERA 3.0)
other
We manage fully remote transactions
Services offered remotely
QES account setup is handled by client providers
Track Record & Proof Points
Corporate Credentials & Assurance
Language coverage
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