Drawing inspiration from Dickens' A Christmas Carol, Bryan Bann explores how you can enjoy the holidays now without sacrificing your future.
Episode Overview
For this week’s podcast, Tom Pewtress, head of global partners here at Skybound Wealth is joined by Product Specialist and Operations extraordinaire Rachana Pillamari.
Since joining Skybound Wealth almost 4 years ago as an intern, Rachana quickly found her passion in the world of digitalisation and spent countless hours researching products, solutions and systems available in the market. This wealth of knowledge led to Rachana playing an integral role in the development of Plume, a purpose-built system developed to enhance all elements of the advice process and the overall client journey.
The Podcast covers:
Follow the podcast on the below links:
This was recorded on the 19th April 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.
Tom Pewtress is an experienced and forward-thinking financial adviser who specialises in guiding expats through the complexities of cross-border financial planning. With years of experience in multiple jurisdictions, Tom has a deep understanding of the unique financial needs and challenges that come with an international lifestyle.
Tom is dedicated to helping international professionals like you build secure, customised financial strategies that safeguard your assets, optimise growth, and support your long-term aspirations. His approach is grounded in trust and transparency, ensuring you feel confident and supported in every financial decision. Connect with Tom to explore a tailored plan that puts your financial security and future lifestyle at the forefront.