Helping create wealth independence

Our Services

Are you a working or retired expatriate, digital nomad or international traveller and seek a financial planning partner firm with proven experience and awards to help you achieve your financial goals?, If so, you have come to the right place.

If you have questions or queries please contact us


Life, income, critical illness
protection plans


Travel insurance plans
for every trip need


Savings solutions
to meet all of lifes' goals


Risk graded
DFM Portfolios


Offshore Portfolio Bond
& Platform options


Our service proposition 

being unbiased

being impartial

being independent

the adoption of a holistic approach

conforming to regulatory standards

longevity - actively advising clients for +30 years

online video meetings

CSM Expat Financial PlanningBest Online Expatriate Financial Planning Service 2020

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