The typical age a new client enquires about his/ her retirement is fifty, with a mortgage, teenage children and a desire to retire within 10 years. Unfortunately, most have no idea where their pensions are, what they are worth or how much income they may generate and when. Most don’t know how much they are entitled to from the state, when they can draw it or how it actually works.
Even if you’re of the mind-set that “I’ll work ‘til I’m dead” but.. have you thought of a backup plan just in case things don’t work out? At Skybound Wealth Management, we help clients arrange their affairs to best position themselves for their future and support them along the way.
As an expat worker you will most likely be experiencing a greater lifestyle and an improved salary as a result of leaving home behind. By diversifying and moving your investments offshore your savings can experience similar benefits too.
Even if you have already moved your investments offshore, many international expats are worried that their pension or savings solution is not living up to expectations. If you are unhappy with either the products, service, or high cost of your existing arrangements, our team of international investment specialists are on hand to help.
We know that tax matters are complicated enough without considering cross jurisdiction tax legislation and our aim is to make sure you don’t pay any tax that you don’t have to.
An investment review will involve a meeting with one of our investment planning experts to explore your financial planning. We will assess your needs and objectives along with reviewing the policies you have in place. We will help you to understand the planning you already have, what you need from your pensions and how you will achieve your future goals.
Using interactive web meetings, online conferencing and purpose-built investor portals, Skybound’s team of experienced financial planners are literally in the palm of your hand.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.