Expat Financial Planning 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
PlanningHelping 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
Management
Latest Articles
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
CSM Expat Financial PlanningBest Online Expatriate Financial Planning Service 2020
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
Read more client testimonials.