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Episode 27: Moving Abroad - the process, the challenges, the joys with Tom Pewtress, Peter Gollogly, Bryan Bann & Jonathan Lumb
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.
Quick recap of the markets from the previous week
Joined by a trio of guests; Financial Planning Director Peter Gollogly, Regional Manager for Geneva Bryan Bann, and Regional Manager for the UAE Jonathan Lumb.
Over the last 18 months what has been a main concern for clients?
Having moved more than once to a new country, was there something that you prioritised differently on your last move?
What were the biggest challenges that you faced when you first moved?
Did you have any milestones set up to achieve before you first moved abroad?
What do you think is the biggest factor is in why clients move on from where they first were situated?
Finally, what drives you all to remain living and working where you do?
Expat Investor - Episode 36: Empowering Female Expats in Financial Planning
Welcome to the latest episode of the Expat Investor Podcast. This time, we’re diving into the unique challenges and opportunities that female expats face in financial planning.
Hosted by Carla Smart, Chartered Financial...
Published 11/04/24
Expat Investor - Episode 35: How Skybound Wealth Management Nurtures Talent and Builds Careers with Peter Gollogly
In the latest episode of the Expat Investor Podcast, Tom Pewtress welcomes back Peter Gollogly, Regional Director - Europe at Skybound Wealth Management. Peter shares his unique...
Published 10/09/24