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Financial Protection

Like construction 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.

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Expat
Financial
PlanningMaking financial goals a reality

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Our Services

Protection

All the essential protection plans an expat needs whilst living & travelling overseas.
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Protection

Savings

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

Investments

5 risk graded FCA regulated DFM portfolios spanning traditional equity & ESG principles.
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Investments

Management

Investment platform options & tools to help with efficient management of portfolios.
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Management

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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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Standards & Achievements

We always strive to exceed client expectations
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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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