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Expat
Financial
Planning
Making financial goals a reality

alarm-clock-ringing

Today

is the day to start planning for the goals that matter most

Now

is the time to make sure you and your family are fully protected

Tomorrow

is dependent on your aspirations, we will help you get there

expat-financial-planning-client
expat-financial-planning-client

Why Clients Choose To Work With Us

Clients tell us there are numerous reasons that include:

  • being unbiased
  • being impartial
  • being independent
  • our approach is holistic in nature
  • we conform to regulatory standards
  • our longevity in actively advising clints for 30+ years
  • online video meetings
 

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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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.

1

Plan

2

Execute

3

Review

4

Adjust

 

Make your financial goals reality

life cover

Protect the financial future of those you love.

critical illness

Don’t let money worries hamper your recovery.

medical

Hospital costs can wipe out any savings you have.

travel

Ensure peace of mind when travelling or vacationing.

disability

Bills dont stop if you can't work?

savings

Save to reach your financial goals.

pensions

Build income for your later years.

investment

DFM portfolios for income & growth.