Financial Planning & Advice | Contact Us

How Our Financial Planning & Advice Works

1. Connect

Start with a conversation about your goals and financial priorities.

2. Understand Your Finances

We’ll review your income, assets, and current challenges to see where you stand.

3. Build Your Plan

Get a personalised strategy tailored to your goals, lifestyle, and risk level.

4. Stay on Track

We’ll review regularly and adjust your plan as your life and goals evolve.

5. Reach Your Goals

With ongoing support, we’ll help you stay focused and move closer to financial success.

Book a Free Consultation

What You Get With a Financial Plan?

A financial plan isn’t just about saving or investing - it’s a roadmap for making life’s biggest decisions with confidence.

At Skybound, your personalised plan gives you:

A full picture of where you stand today, including savings, debts, assets, and future needs
Clear, achievable goals based on your lifestyle, values, and priorities
Expert guidance to help you avoid costly mistakes and protect your wealth
Tax-efficient strategies tailored to your situation and location
A step-by-step strategy for building long-term security for you and your family

Whether you’re relocating, planning for retirement, or navigating a major life change, we’ll help you take control of your finances and move forward with clarity.

Contact Us to Build your Financial Plan

Book a Free Consultation

Why Choose Skybound Wealth

With decades of experience and globally certified advisers, Skybound Wealth delivers personalised financial planning that’s built around you. We understand both local and international landscapes, helping you navigate life’s opportunities with confidence.

Our reputation speaks for itself - over 400 positive reviews and longstanding partnerships with trusted financial institutions show your wealth is in capable hands.

Whether you're planning for retirement, securing your family’s future, or managing cross-border investments, we offer expert guidance every step of the way.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

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5,000+

international clients & growing

$1 Billion

of client savings under management

Industry Awards & Counting Since 2021

offices on 5 continents & more planned

With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

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Financial Advice That Works for you

We help you make smart decisions about your money — from saving and investing to planning for retirement and managing taxes.

Our advisers take the time to understand your goals and build a plan that fits your life, not someone else’s.

No jargon. No pressure. Just clear, practical advice to help you stay on track and feel confident about your future.

Expert Financial Guidance

Get personalised advice to make informed decisions at every life stage — from planning retirement to growing your investments, we help turn your goals into actionable steps for long-term success.

Your Path to Financial Security

Financial well-being means feeling confident and in control. We’ll help you build a strong foundation, reduce stress, and manage your money with clarity — whatever life brings.

Mastering Your Budget & Savings

A solid budget and savings plan is key to financial success. We’ll help you build a simple, personalised structure to manage your money and stay on track — now and for the future.

Ongoing Support

Your financial plan isn’t a one-time fix. With quarterly factsheets, regular review packs, valuations and investment summaries, we’re here to guide you every step of the way.

Smart Planning with the Skybound App

Get financial clarity at your fingertips. As a client, you’ll gain exclusive access to the Skybound Wealth App - a smart, secure tool that keeps you connected to your adviser and gives you 24/7 access to your policy details and progress.

See What Our Satisfied Clients Have To Say

February 28, 2025

A true credit to himself

A true credit to himself and the company he represents.

Chris Gerber

February 28, 2025

Grateful for the exceptional service provided

I am incredibly grateful for the exceptional service provided by Jake Murphy at Skybound. Their expertise and personalized approach have not only helped me focus on my financial goals but also given me peace of mind about my future. They are always attentive, knowledgeable, and proactive, ensuring that my investments are well-managed and aligned with my objectives. I highly recommend their services to anyone seeking a trustworthy and effective financial advisor.

Noor Schroeder

February 28, 2025

I can highly recommend Jake and the positive experience

I can highly recommend Jake and the positive experience I’ve had working with Skybound and the services they provide. Jake is extremely knowledgeable as an advisor and was very helpful when it came to explaining what Skybound do and how I could benefit from their services. I would definitely recommend Jake.

Gillian Mitchell

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Financial Advice That Puts You in Charge

Personalised planning, practical steps, and expert support — wherever life takes you.

How Our Financial Planning & Advice Works

1. Connect

2. Understand Your Finances

3. Build Your Plan

4. Stay on Track

5. Reach Your Goals

What You Get With a Financial Plan?

Contact Us to Build your Financial Plan

Why Choose Skybound Wealth

Global Team, Here for You

Financial Advice That Works for you

Expert Financial Guidance

Your Path to Financial Security

Mastering Your Budget & Savings

Ongoing Support

Smart Planning with the Skybound App

See What Our Satisfied Clients Have To Say

Related E-Guides

Related Articles

Master Your Money In 40 Minutes

Are You Financially Ready to Leave Dubai?

The Adviser’s AI Playbook: How to Stay Relevant in an AI-Driven World

The No-Spend Challenge: Smart Financial Discipline or a Temporary Fix?

Financial Advice That Puts You in Charge

Personalised planning, practical steps, and expert support — wherever life takes you.

Book A Free Consultation

How Our Financial Planning & Advice Works

1. Connect

2. Understand Your Finances

3. Build Your Plan

4. Stay on Track

5. Reach Your Goals

What You Get With a Financial Plan?

Contact Us to Build your Financial Plan

Why Choose Skybound Wealth

Global Team, Here for You

Financial Advice That Works for you

Expert Financial Guidance

Your Path to Financial Security

Mastering Your Budget & Savings

Ongoing Support

Smart Planning with the Skybound App

See What Our Satisfied Clients Have To Say

Related E-Guides

Related Articles

Master Your Money In 40 Minutes

Are You Financially Ready to Leave Dubai?

The Adviser’s AI Playbook: How to Stay Relevant in an AI-Driven World

The No-Spend Challenge: Smart Financial Discipline or a Temporary Fix?

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