Investing
The Expat Investor Podcast - Ep 32
Listen to retired Olympic Sprinter Jamie Baulch discuss his athletic career and financial lessons on The Expat Investor Podcast.
April 15, 2024
Episode Overview
Welcome to our Expat Investor Podcast Special – Moving abroad – where today I’ll be joined by a number of our team here at Skybound Wealth to discuss the process, the challenges, the joys and hear some of the stories our team have encountered when they decided to move overseas.
Peter Gollogly
Peter’s journey with Skybound Wealth began with being awarded the Top New Consultant within his first year as a financial adviser. Since this milestone, Peter has gone on to spend time in the Middle East advising expats on how they can make the best of their time in the GCC, before relocating to Switzerland In 2017 where he furthered his knowledge and experience helping expats. Peter became a Regional Director and Board member in 2022.
Bryan Bann
Bryan initially joined the Skybound Wealth family as part of the Client Services Team and was quickly voted by his colleagues as Switzerland’s Most Valuable Consultant. It wasn’t long before Bryan was a fully qualified Consultant and since then has gained the necessary experience and expertise to assist clients with their financial planning goals.
Jonathan Lumb
Jonathan possesses a depth of knowledge in all aspects of financial planning having been a Senior Adviser at Skybound Wealth for over a decade. During his time, Jonathan has worked in the UK, Australia as well as 13 years in the Middle East alone! Using his experience he is able to offer clients a comprehensive financial plan that will align with your long-term goals.
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A dynamic international Financial Advisor who has spent many years providing cross border advice to expats, focussing on holistic financial planning across different jurisdictions. Tom works alongside international workers like you to create and implement a comprehensive plan designed to ensure your long-term goals become a reality and your future lifestyle is protected.
Having worked in the U.K., Australia and the Middle East, Jonathan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level. Using his experience and knowledge, Jonathan works alongside you to create and implement a comprehensive financial plan designed to ensure your long-term ambitions becomes a reality and your future lifestyle is protected.
This was recorded on the 9th May 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.
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