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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.
Expat
Financial
PlanningCreating wealth independence
Securing your financial future shouldn't stop at borders. For over four decades, CSM Expat Financial Planning has empowered global citizens like you with award-winning expertise in international investments and insurance solutions, turning your expatriate journey into a pathway to prosperity.
Working Expats
Self-employed individuals, company directors and employees of both local and international companies benefit equally from our dedicated and personalised financial planning service.
Read some of our client testimonials here in addition to a number of our international awards here.
Retired Expats
We assist retirees create income, growth or bespoke investment portfolios
Access a wide range of risk adjusted funds, etf's and investments tailored specifically for your needs.
Digital Nomads
Working remotely as a 'digital nomad' demands close attention to many of the products and services that we offer.
We will assist in helping you financially protect yourself in a foreign country whilst also building your assets for specific savings goals or retirement.
International Travellers
We cater for individuals and groups that seek short term global travel medical insurance protection whether you are aged 18 or 80+ for trip durations ranging from 5 days up to 3 years.
Motorcyclists, cyclists and scuba divers are also all eligible for very cost effective cover.
products & services
Protection
Life, disability,
critical illness plans
Travel
Travel insurance plans
for every trip need
Savings
Savings solutions
to meet all goals
Investments
Risk graded
Funds & Portfolios
Management
Portfolio Bonds
& Platform options
Management
Our service proposition
independent, unbiased & impartial
holistic in nature
conform to regulatory standards
longevity - advising clients for +30 years
our process is simple, thorough yet easily understood
always act in good faith
ensuring you avoid harmful mistakes
always enabling & supporting you
Client Talk
"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
"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
"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
"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
Read more client testimonials.
Industry Awards
