Moving Abroad - the process, the challenges, the joys

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The Expat Investor.

Skybound Wealth Management

37 episodes

3 days ago

In this series, we look at all things investing for those living outside their home country and to help you make the most of your wealth. Cutting through the media noise to discuss topics such as: Market performance, current financial affairs, how different types of investments work, The importance of building the right portfolio, how to avoid common investing mistakes, and tell you what really matters to help you become a better investor.

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Investing

Business

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Moving Abroad - the process, the challenges, the joys

The Expat Investor.

50 minutes 51 seconds

2 years ago

Moving Abroad - the process, the challenges, the joys

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?