Relocating to a new country is a life-changing adventure, but it comes with challenges—especially when it comes to managing your wealth and investments. That’s why DoPanama, a leading relocation consultancy, partnered with CI-Associates to bring you expert insights on navigating financial planning and investments as an expat.

In this special report, David Clark, Regional Director at CI-Associates, and Warren Ferguson, The Expat Financial Planner, share their expertise on wealth management and the unique opportunities available for expats living in Panama.

Meet the Experts

1. David Clark – Regional Director, CI-Associates
   With years of experience in wealth management and a deep understanding of international financial markets, David Clark provides tailored financial solutions for expats worldwide.
2. Warren Ferguson – The Expat Financial Planner, CI-Associates
   Specializing in helping expats navigate their finances, Warren offers expert advice on investments, pensions, and creating long-term financial stability.

About DoPanama

DoPanama is more than just a relocation consultancy—it’s a community-focused company dedicated to ensuring your transition to life in Panama is seamless and enjoyable.

What Makes DoPanama Unique?

• Located in the heart of Panama City, in the vibrant neighborhood of Obarrio, just steps from the Global Hotel.
• Created to help expats explore the opportunities Panama has to offer and settle down with ease.
• A one-stop solution for relocation, offering everything from property advice to cultural integration support.

Key Topics Covered in the Report

1. Why Panama?
   • Low taxes, affordable living, and a stable economy make Panama an attractive destination for expats.
   • Opportunities for investing in real estate, businesses, and offshore accounts.
2. Managing Your Wealth as an Expat
   • Tailored strategies for wealth management, including tax-efficient investment options.
   • Protecting and consolidating assets while living abroad.
3. Financial Opportunities in Panama
   • Diversify your portfolio by investing in Panama’s growing economy.
   • Access international banking and financial services through CI-Associates.
4. Planning for Retirement
   • Optimizing pensions and 401ks for expats.
   • Ensuring long-term financial stability in your new home.

Why Work with CI-Associates and DoPanama?

1. Comprehensive Expertise:
   David Clark and Warren Ferguson bring years of international financial planning experience to the table.
2. Local Insight:
   As a trusted relocation partner, DoPanama offers unmatched guidance for expats moving to and investing in Panama.
3. Personalized Service:
   Both teams work closely with clients to develop strategies that align with their unique goals and lifestyles.

Join Us Today

Whether you’re already living in Panama or considering relocating, this special report is your guide to managing your wealth and investments with confidence.

Contact CI-Associates to schedule a consultation with David Clark or Warren Ferguson. Alternatively, visit DoPanama’s office in the heart of Panama City to learn more about how they can make your move seamless.

Conclusion:

Relocating to Panama doesn’t mean leaving your financial goals behind. With expert guidance from CI-Associates and support from DoPanama, you can confidently manage your wealth, plan your retirement, and explore exciting financial opportunities in one of the world’s most expat-friendly countries.

Get in touch with us today to start your journey.