creating-expat-financial-freedom

Expat
Financial
Planning
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

Protection

Life, disability,
critical illness plans

Travel

Travel insurance plans
for every trip need

Savings

Savings solutions
to meet all goals

Investments

Risk graded
DFM Portfolios

Management

Portfolio Bonds
& Platform options

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

Our service proposition 

unbiased & impartial

independent

use of holistic approach

conform to regulatory standards

longevity - advising clients for +30 years

our advice process is simple, thorough and easily understood

apac-insider-expat-financial-planning-online-award-2020
CSM Expat Financial PlanningBest Online Expatriate Financial Planning Service 2020
best-ai-finance-award-2019
personal-finance-society-qualified-member
expat-financial-planning-client-with-ipad
expat-financial-planning-client-with-ipad

Client Talk

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