Skybound Wealth Management  Reviews 676

TrustScore 5 out of 5

4.9

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, deep financial knowledge, and attentive approach. Many highlight the personalized advice and clear explanations provided, which help them understand complex financial matters and feel confident in their decisions. The service is frequently described as excellent, with people appreciating the proactive strategies, responsiveness, and the overall ease of their financial planning journey. Consumers often mention feeling supported and reassured, with advisors taking the time to understand individual goals and circumstances. The onboarding process is noted as smooth and transparent, and many express gratitude for the ongoing guidance and peace of mind provided.

What people talk about most

Staff

Consumers find staff to be positive, highlighting their professionalism, responsiveness, and helpfulness.... See more

Service

Clients share positive opinions on service, consistently highlighting the exceptional support and... See more

Customer service

Customers consistently note positive experiences with customer service. Reviewers highlight that advisors are... See more

User experience

Customers had positive experiences with the user experience. Many reviewers found the entire process... See more

Based on these reviews

Rated 5 out of 5 stars

Paul is our trusted advisor who has helped us tremendously over the past five years. He genuinely cares about his clients and helps take the stress out of financial planning. Paul leverages his deep f... See more

Company replied

Rated 5 out of 5 stars

Joey is the most attentive, honest, and detail minded advisor I've ever met. He follows up often, really focuses on your needs, and remembers the tiniest details that you might have forgotten about. J... See more

Company replied

Rated 5 out of 5 stars

Matthew Peterson has been my advisor for few years now. this is already quite remarkable and a clear choice of skybound, which i greatly appreciate. A long term relation with a very knowledgeable advi... See more

Company replied

Rated 5 out of 5 stars

Christopher Bowler I reached out to Chris to help with financial planning upon a possible repatriation in the coming years. I spoke to several advisors from other companies, but by far he was the mos... See more

Company replied


Company details

  1. Financial Planner

Written by the company

At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. That’s why we prioritise your goals, offering transparent strategies that grow and adapt alongside you. Wealth is more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.


Contact info

4.9

Excellent

TrustScore 5 out of 5

676 reviews

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Rated 5 out of 5 stars

catch up on my policy

Honest, helpful and most importantly offers the guidance and advise where needed

Simon has certainly given stability since he came on board

May 30, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Marcus Meek,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Gréât company for expats returning to Australia

Callum from Skybound has been so helpful, patient, available, and makes be feel secure in a financial universe that normally feels stressful and overwhelming to me.

I feel confident with the solutions he found for us that were really targeted to us and our needs.

He finds a good balance of listening to what you think you want and advising where you could be potentially making better decisions. And has good encouragement without pressure. And we always feel supported.

I imagine he is a hard worker and loves what he does (or at least we get a feeling of his passion and hard work when we deal with him.)

We would recommend Callum without hesitation.

April 14, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi The Green Santa,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Good, trustworthy financial advisor

Simon is patient and understanding and always takes the time to explain everything clearly. His assistant Karla is the same, patient and polite, even when we are not great at getting back to her!! They are professional and we appreciate that they are never pretentious or false, something we have sadly encountered with other financial advisors in the past.

May 25, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi Rachel Berry,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

easy and straightforward

The experience of working with Skybound has been easy and straightforward. I have not felt pressured at any point and I believe my asks and needs have been listened to. Matthew Turnbull has been a great advisor.

I look forward to seeing what we can do!

May 19, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Matthew Harper,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

The response time and all my concerns…

All my concerns were addressed by Christopher Bowler in a timely manner.
He took his time to educate me on different investment opportunities.

April 7, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Monica Kamau,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Very positive experience so far...

Very positive experience so far with Skybound WM. With clear explanation of anticipated requirements to achieved retirement goals thanks to my direct contact Jake Murphy. I feel confident my money's in good hands whilst working offshore.

May 1, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi A.Gallaugher,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

I am absolutely appreciative of Mathew…

I am absolutely appreciative of Mathew Turnbull's help. He really went out of his way to find me a plan to suit my budget.

Mathew was punctual, professional and honest. He also made a lot of sense, explained to me how the different plans work thanks to our frequent meetings, and in doing so, I learned a bit more about investing.

I look forward to our next meeting Mathew.

Good job!

May 9, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Laurence,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

On point

Chris Bowler was very helpful and knowledgeable. He walked me through everything and was always available.

May 4, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Nick,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Trustworthy expat investment company

Matthew from Skybound was the epitomy of professionalism. He really took a lot of time and meetings to understand my individual needs and circumstances and therefore was able to make informed financial recommendations that suited me. I would recommend this company for any expats looking for investment advice and solutions.

October 1, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi Peter,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 4 out of 5 stars

I have recently joined SWM with a new…savings plan

I have recently joined SWM with a new saving plan. This was set up for me by Christopher Bowler, one of your Advisors. Chris did a great job of running me through the details of different plan options and was very good at demonstrating the level of saving I need based of living cost information i gave to him. I also found the risk profile work a useful and accurate exercise. All in all, I am excited to be joining SWM, feel I have made the right decision and look forward to successful saving over the life of the plan. I would like to thank Chris Bowler for his valuable advice and guidance in this action.

April 6, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Benedict,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Assistance after the passing of a loved one.

Thomas Baverstock I need to thank you and the team for all assistance in my late brother estate. It would have been a struggled without your assistance's. The time, advice and compassion was greatly appreciated. As I dealt with other companies to finalize the state, you are well above the others on all aspects. From Philippines to South Africa to UAE. Thanks

March 29, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Jaco,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 1 out of 5 stars

How not to make money go with Skybound

Well you could try by actually making me some money. Between you and IPensions you've managed to lose 4k over 4years but I don't see your fees coming down for your bad financial management. Maybe you should charge the way you take fees and only get a percentage of the profit you make your long suffering clients then you might pull your fingers out. And your portal has not been updated for over 90days now so no one can keep an eye on how badly your doing. You should be ashamed of yourself.

March 19, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Andrew,

Skybound takes any complaints or concerns expressed very seriously and we would like to reassure you that we are committed to working with you in an effort to address your concerns and reach resolution.

Warm Regards
Skybound Client Relations

Rated 5 out of 5 stars

Professional and clear financial advice

I had a very good experience with Skybound. My advisor, Kevin Crowther, was clear, professional, patient and transparent in explaining all the positives and negatives of various options. He also explained in detail the application process, portfolio management and all associated fees. The application process was easy. The paperwork was fully explained and the Skybound team was always supportive.

February 28, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Cristina,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Professional and expert advice for investments

I found the experience very easy and well-guided. Our advisor Darren Slinger was patient and took the time to explain the positives and negatives of various options and to investigate alternatives without pushing a particular path. The paperwork was fully explained, questions were answered in detail.

December 6, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi Rich,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Charles Measham

Charles Measham has advised and assisted me whilst going through a life changing event, setting up my financial backbone for years to come. Charles has been proven to be very reliable, punctual, diligent and able to think big picture. On a characteristic level Charles is very approachable and his no nonsense straightforward way of thinking is much appreciated.

February 8, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Daniel,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Charles Measham makes the difference

The experience is made great because of Charles Measham, my trustworthy and knowledgeable financial advisor.

February 7, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Hans,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Financial Advice and retirement planning

We approached Skybound for financial advice when making the move back from Italy to Australia. We dealt with Kieran Tween who was excellent, very responsive and patient, really listened to our needs and spent as much time as we needed to get comfortable with all the options. Due to factors beyond our control we couldn’t proceed at this time but I wouldn’t hesitate to recommend Kieran to anyone looking for financial advice particularly retirement planning.

December 11, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi D.Lewisham,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Finding a Trustworthy IFA

I am not a finance expert by any stretch of the imagination. I am a UK citizen working overseas in the Non Profit sector. Christopher Bowler of Skybound Financial Management has supported me over the last month. I came to Chris having had a terrible experience with another Independent Financial Advisor who was at best disingenuous and worst untruthful. Chris has been patient, explaining things thoroughly in laypersons terms. He has been super efficient in supporting me to get out of a poor investment situation and into a more cost efficient choice. He has been fully transparent regarding fee structures and costs. I would highly recommend Christopher Bowler to support you in understanding your current situation and advising you on future improvements to help secure the financial future you need/desire.

January 19, 2023
Unprompted review
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Reply from Skybound Wealth Management

Hi Esther,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Taylor Condon

Taylor Condon, made it very easy for me with all the paperwork that needed to be signed and sealed. She is instrumental for all my financial matters. She can explain everything in a simple and understandable way. She did and is accompanying me, like a real partner, genuinely guiding me throughout my financial journey. I trust her and Skybound 100%.

December 8, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi Hulya,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

Rated 5 out of 5 stars

Exciting Journey

Its been absolute pleasure working with John. He was patient and took time to understand my personal circumstances and to provide guidance on the right investment options for me. For a rookie, this settled my concerns and I look forward to working more closely with Skybound going forward.

December 1, 2022
Unprompted review
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Reply from Skybound Wealth Management

Hi Prince,

Thank you for taking the time to post a review about your experience of working with Skybound Wealth.

If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations

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