Nomadic Financial Advisor

 
 

Feel like you’re retired while becoming Financially Independent

BUILDING WEALTH WHILE TRAVELING THE WORLD.

The nomadic lifestyle isn’t always as simple as it sounds. Earning income and reducing expenses while traveling can take a toll.

With 14+ years of Corporate and Personal Financial Advising experience, and 5+ years of traveling the world as Nomads, we have a unique combination of skills and experience that let us maximize your potential while on the road.

Our goal is to assist you in building wealth while traveling.

This page covers the following topics:

  • Legal Wills and Life Insurance

  • Global Medical & Travel Insurance

  • Investment & Retirement Accounts

  • Retirement & Health Overseas

  • Lifestyle, Business, and Family

*Do note that while some links are provided below, many are suitable only for residents of specific countries. Our knowledge is international and is great for people from all around the world. For example, if you are a U.K. resident or citizen then we may recommend a Vanguard Stocks and Shares ISA, but if you are a resident or citizen of the United States then we may recommend the Vanguard Roth IRA. Reach out to us for more information.

Legal Wills and Life Insurance

Protect your children’s future: Make sure you have the basics: a Will and Life Insurance

Global Medical & Travel Insurance

Investment & Retirement accounts

Retirement & Health Overseas

  • Planning: Specializing in finding you the best retirement accounts for your citizenship

  • Retire overseas: Amazing countries with an equivalent quality of living up to 75% cheaper

  • Quality hospital care and medical coverage with comfortable prices


Lifestyle, Business, and Family

Relate with Professionals that Understand your Global Work Lifestyle

  • Goal-oriented plans for remote workers, digital nomads, and expats

  • Travel-intense budgeting assistance for families on-the-go

Resources for Global Families & Global Digital Businesses

Customized Travel Plans for the Newest Global Travelers

  • Adapting to the global lifestyle is smoother with our custom plans

  • Assistance with credit/debit card selection, foreign currency, international phone plans, etc.

Photo by Burak K from Pexels

Photo by Burak K from Pexels

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