Expat
Financial Planning

search-csm

Expat
Financial
Planning
Helping create wealth independence

Services For

Working & Retired Expatriates

Digital Nomads & Travellers

Small & medium sized businesses

If you have questions or queries - we are here to help.

Protection

Life, disability,
critical illness plans

Savings

Savings solutions
to meet all goals

Investments

Risk graded
Funds & Portfolios

Management

Portfolio Bonds
& Platform options

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

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

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

Industry Awards

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