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Expat
Financial
Planning
Making financial goals a reality

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Our Specialties

Savings

Whether it be a need to save for college fees or retirement we have solutions for you.

Management

We can provide a range of investment platforms and tools to help efficient management of portfolios.

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Why Clients Choose To Work With Us

Clients tell us there are numerous reasons that include:

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being unbiased

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being impartial

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being independent

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the adoption of a holistic approach

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conforming to regulatory standards

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longevity - actively advising clients for 30+ years

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online video meetings

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Clients say it best

Mr MartinAustralia

"I cannot speak highly enough of Paul's professionalism, probity, service and personal empathy and have no hesitation in recommending him to any prospective client."

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Mr HamiltonSouth Korea

"Over the years I have valued greatly Paul's [CSM's] professional integrity, efficiency and knowledge in the areas of financial planning."

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Mr DugardThailand

"I have always been extremely impressed with Paul's ability to keep me informed, on track and up to date with my various programmes."

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Mr BrisbaneUAE

"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."

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