Join Ryan Donaldson, Regional Manager & Senior Financial Planner at Skybound Wealth and guest speaker, Geoff Taylor, Partner & Australian Tax Expert as they review this year's Budget and discuss: *The major tax changes that will come into effect from 1 July 2024. *The outlook for the Australian economy including expectations for inflation and interest rates. *How Chalmers has chosen to confront Australia’s budget dilemma of not enough growth and an ongoing structural deficit. When: Thursday, May 16, 2024 Time: 7.00PM CET
Skybound Wealth Appoint Mike Coady As Chief Executive Officer Skybound Wealth Management, the award winning global independent financial advisory firm, is pleased to announce a strategic leadership transition that sees Mike Coady appointed as Chief Executive Officer. With over 25 years of exceptional experience in financial planning and wealth management, and a deep understanding of the financial challenges and opportunities faced by expats, Mike is the perfect person to guide Skybound Wealth into its next chapter of growth and innovation.
Dreams of retirement often revolve around exploring new horizons, cherishing family moments, or finally tackling that bucket list. Yet, many expats find themselves without a clear plan to make this a reality. In this article, Simon Athwal, Financial Adviser at Skybound Wealth looks at the concept of having a ‘Retirement Number’ and why knowing yours is crucial for a worry-free retirement.
Kieron Donovan and Christopher Bowler have been working together for a number of years, and this review is one they are both immensely proud of! Taking a long term view is a central to our investment philosophy as we believe that is the best way to deliver strong client returns. A long-term focus encourages discipline and helps avoid making knee-jerk decisions. We believe time in the market, not timing the market, is the best way to deliver strong long-term returns.
Skybound Group’s Chief Investment Strategist - Jabir Sardharwalla takes a look back at the trends which have shaped the investment landscape of the year so far, and looks ahead to consider market sentiment, geo-political developments, and inflationary pressures in Skybound Wealth’s Investment Committee’s Q1 Review/ Q2 Outlook. Our dedicated Investment Committee draws upon the wealth of experience of a number of experts to ensure investors remain informed, and have access to investment strategies which are carefully crafted to meet their financial goals while mitigating against risk. To keep up to date with the latest investment news, subscribe to our newsletter on the link below>>
Our commitment to being the adviser and employer of choice was evidenced perfectly when Skybound Wealth was named 'Best Support Team - Middle East' by International Adviser earlier this year. From our Paraplanning and Administrative teams who have successfully implemented in-house cutting edge technology to improve operational efficiency, to our Finance team’s initiatives to increase speed, transparency and accountability. A Compliance team who have digitalised their processes to ensure audit trails and accountability is maintained, to Marketing who continue to identify and nurture new client relationships through web campaigns and comprehensive webinar programs. And Human Resources who ensure our people are empowered to grow and succeed, all these support functions constantly strive towards the common goal of client satisfaction.
The Expat Investor Podcast usually features guests from the world of finance, however, we had the pleasure of welcoming Jamie Baulch, a retired Olympic Sprinter with an illustrious career for our latest episode. Jamie's story isn't just one of athletic triumphs, but also one of valuable lessons he learned along the way, particularly in terms of his own financial management. Watch or listen now to hear about how Jamie went from living in Wales to training with the fastest running group in the world featuring the likes of Colin Jackson, Linford Christie, Mark McKoy, Darren Campbell, Merlene Ottey and Frankie Fredericks out in Florida. Jamie also talks about his off-track exploits, securing huge sponsorship deals, and beating David Beckham to the best hairstyle of the year award in the nineties! Beyond the winning and competing, Jamie shines a light on the financial planning challenges faced by athletes, discussing the need for financial planning amidst the uncertainties of injuries, media scrutiny, and the short-lived nature of athletic careers.
Join Taylor Condon, Private Wealth Manager at Skybound Wealth and Phoebe Stone, a Partner and Head of Sustainable Investing at LGT for an evening of sustainable investing, drinks & canapes at the B2 Hotel, Zurich. This event will predominantly focus on how expatriates with over EUR 250,000 investable assets, can tailor a bespoke portfolio to meet your unique needs and aspirations for sustainable investing. Through discussion and expert insights, you will uncover exclusive sustainable investment opportunities tailored to high net worth individuals. From direct impact investments to specialised ESG strategies, this networking event will showcase avenues for generating both profit and purpose. When: April 25, 2024 Time: 6:00 PM CET Location: B2 Boutique Hotel, Zurich, Switzerland
We understand the importance of building trust, especially with something as important as investing towards your retirement. So we were incredibly proud to receive this #5-star review for Ben Stockton from a client who had a bad experience in the past. Thank you for choosing Skybound Wealth and for placing your trust in Ben!
As you approach retirement, the focus of financial planning shifts gears. It's no longer just about accumulating assets; it's about making those assets last. This transition is pivotal yet often overlooked. However, it's not simply about the size of your nest egg but how wisely you manage it. In this edition of Adviser Corner, Tom Pewtress, Head of Technical at Skybound Wealth explains how the way you decumulate your savings is just as important as accumulating it in the first place.
