is the day to start planning for the goals that matter most
is the time to make sure you and your family are fully protected
Why Clients Choose To Work With Us
Clients tell us there are numerous reasons that include:
Standards & Achievements
Always striving to exceed client expectations
"If required Paul [CSM] has the ability to simply deconstruct and de-mystify much of the technical jargon and terminology that surrounds financial planning issues into an order that is easily understood and interpreted."
How We Do It
why you benefit
Our advice process is designed to be simple yet thorough to provide the best possible outcomes for you and your family.
The four steps to achieving comprehensive expat financial plans:
(1) Planning - the first stage of the expat financial planning process starts with a comprehensive ‘fact-find’. This is where we gather both hard and soft facts from you to ascertain what your current circumstances are and what objectives you have. We use a confidential 'Client Review' document to collate these details.
Our analysis will alert us to both potential pitfalls and opportunities for your specific circumstances which we will discuss in detail with you either in written format or via an online video meeting dependent upon your preferences.
(2) Execution - Having considered all relevant personal details and once again after further written or video consultation with you, we will recommend and advise the best course of actions to achieve your financial planning goals whether it be to financially protect yourself or family, saving towards retirement or investing capital sums for income or growth. We will assist in setting up the financial planning products and services that will meet your objectives.
(3) Review - In order to ensure that your financial plans remain on target to achieve your outcomes, periodic reviews are performed.
(4) Adjust - If as a result of our periodic reviews and after further discussions with you we may recommend making adjustments to your plans to ensure your objectives remain on target.
“Client Review” documents are available in all popular file formats simply let us know your preference.
Protect the financial future of those you love.
Don’t let money worries hamper your recovery.
Hospital costs can wipe out any savings you have.
Ensure peace of mind when travelling or vacationing.
Bills dont stop if you can't work?
Save to reach your financial goals.
Build income for your later years.
DFM portfolios for income & growth.
Congratulations on taking your first step towards a better financial future
Simply fill out your details below along with your message and we will be back in touch within a day but more often within a few hours
Financial planning is akin to building a house - its essential to get the infrastructure correct at outset - building on fine sand only leads to disaster.
In financial planning terms this means ensuring that adequate financial protection is put in place for you and your loved ones at outset.
The types of protection plans to consider include :
Our client review process will identify if any of these areas should be discussed.