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.
We provide help & guidance to:
Working or Retired Expatriates
Digital Nomads and International Travellers
individuals or small businesses requiring a financial planning firm with proven experience and professional industry accreditation to help achieve financial goals
critical illness plans
Travel insurance plans
for every trip need
to meet all goals
& Platform options
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
"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