Financial Planning

Blogs & News

Keeping you informed

The articles section on CSM Expat Financial Planning's website offers comprehensive coverage on topics pertinent to expatriates and their financial planning needs.

The blog features detailed insights on personal financial protection, including life assurance, critical illness, and medical insurance. Investment-related content addresses global economic issues, investment trends, ESG factors, and the state of financial markets. The primary aim of these articles is to keep expatriates informed, enabling them to make well-informed financial planning decisions.

Acute Onset Of Pre-Existing Medical Conditions

11 July 2024

When planning international travel, many individuals face a common dilemma of how to protect themselves against unexpected medical emergencies, particularly those related to pre-existing conditions. This is where the 'acute onset' benefit in travel medical insurance policies becomes a game-changer.

Investing like Roger Federer

09 July 2024

Roger Federer, one of the most esteemed tennis players of all time, had a career spanning over 20 years, winning 20 Grand Slam titles and earning $1.1 billion, despite winning only 53% of individual points. This analogy underscores that consistent, repeatable decision-making, rather than occasional big wins, is crucial in both tennis and successful investment strategies.

A Guide To Understanding Medical Insurance Underwriting

02 July 2024

Unsure about full medical vs. moratorium underwriting for health insurance? Feeling lost in the world of premiums and pre-existing conditions? This guide cuts through the confusion! Discover the key differences between these two options, their pros and cons, and ultimately - which one is right for YOU!

The Psychological Impact Of Prostate Cancer

07 June 2024

Imagine the psychological impact when a doctor informs a patient they have cancer. Just hearing the word can leave patients stunned, barely absorbing the rest of what the doctor says. For many, cancer is synonymous with death. Though it may not be life-ending, it is almost always life-changing.

Equity Market Reforms In China

03 June 2024

This month marks 35 years since the Tiananmen Square incident, a pivotal moment in modern Chinese history. Recent economic reforms and new regulations are making state-owned enterprises (SOEs) more attractive to investors.

Learn the difference in medical insurance excess wording

31 May 2024

Policy excess wording will have a significant impact on how a medical insurance claim is treated and reimbursed. Learn the critical differences between plan excess types.