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Expat
Financial
Planning
Making financial goals a reality

Our Services

Protection

Essential protection plans whilst living & working overseas.

Travel

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A range of travel insurance products to suit every travel need.

Savings

Savings solutions for short, medium and long term goals.

Investments

Risk graded Discretionary Managed Portfolios.

Management

Offshore Portfolio Bond & Platform options

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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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CSM Expat Financial PlanningBest Online Expatriate Financial Planning Service 2020
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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."

Read Mr Martins' full testimonial

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."

Read Mr Hamiltons' full testimonial

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."

Read Mr Dugards' full testimonial

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."

Read Mr Brisbanes' full testimonial