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Expat
Financial Planning

🏠 Home
👨‍💼 About Us
The Advise Team

Learn about our credentials and experience
Client Testimonials

Read what clients have to say about our service standards
Industry Awards

Read more about our awards & achievements
How To Start Planning

The importance of financial planning roadmaps
Products & Services

A brief overview of our service proposition
Our FREE Newsletter

Keep up to date with issues that affect expats
Privacy

We take privacy seriously
☂️ Protection Plans
Critical Illness

1 in 3 can expect to be diagnosed with a critical illness
Income - Disability Cover

Protect your greatest financial asset - your ability to earn income
Life Assurance

Financially protect those that are left behind
Combing Protection Plans

Examining a case example for combining protection contracts
⛱️ Business Covers
Employee Benefits

A range of protection plans for company employees
Shareholder Protection

Essential cover to protect shareholders in the event of a death
Keyman Protection

Protect a company's most valuable asset - its key personnel
🏥 Health Insurance
Choosing A Medical Insurance Plan

What you need to know prior to purchasing a contract
Our Product Providers

Learn more about our preferred insurance partners
Budget Plan Offerings

Specifically designed for expats in SE Asia
📈 Pension Savings
How Many Pay Days Left?

See how many pay days you have until retirement
Expat Pensions

Review your pension planning options
Offshore Savings Plans

Cost effective and flexible savings plans
Education Fees Planning

Advise for education funding
FREE Investment e-book

Download our guide for succesful investing
📊 Investments
DFM Investing

Our rationale for using discretionary fund managers
DFM Deep Dive

Examining a TAM DFM portfolio in detail
Equity Market Weekly Updates

Weekly updates on the global equity, gold and oil markets
ESG Investing

Learn the fundamentals of ESG investing
Fund Manager Video Updates

Keep abreast of fund manager thinking
Momentum Harmony Core Portfolios

An introduction to the core portfolios in the Harmony range
Momentum Harmony Global Sustainable Fund

A detailed overview of the fund
Portfolio Bonds

An investment platform for expats to access stocks, shares,etfs', funds and more
Sanlam AI Tracker Fund

A global tracker fund like no other utilising AI
Structured Products

Structured products offer defined risks and defined rewards
TAM Portfolios

Insight into an award winning discretionary fund manager
TAM ESG Portfolios

Learn what differentiates a TAM ESG portfolio
TAM Income Portfolios

For clients seeking investment income
TAM Liquidity Plus Portfolio

Capture the best bank rates when markets are too risky
Trend Following Investment

The mathematical approach to portfolio success
✈️ Travel Insurance
Travel Insurance Plan Options

An overview matrix of travel insurance plans
Single Trip Travel

Offering cover from 5 days up to 1 year
Multi-Trip Travel

For those planning multiple trips throughout the year
US Seniors Travel

Designed for US National clients travelling overseas
Students Travel

Stay protected whilst studying overseas
For Golfers

Golfers are not immune from accidents and ill health
For Scuba Divers

Protection for scuba divers both above and below the water surface
For Cyclists

Touring cyclists need protection during adventures
For Motorcyclists

Planning for the unplanned
International Driving Permits

Stay legally and insurance compliant if you intend driving overseas
Schengen Visa Information

Schengen visa details explained
📃 Estate Planning
Expat Mortgages

Looking for a new or re-mortgage?
UK Wills

Learn why effecting a Will is critically important
UK Intestacy Rules

A review of the UK Intestacy rules
Online UK Will drafting service

An online will drafting service from your armchair
📖 Blogs & News
Home

The latest blogs & news
Protection - Critical Illness

The importance of protecting against disaster
Protection - Life Assurance

Protecting loved ones left behind
Protection - Income Protection

Understanding the impact of long term illness & disability
Protection - Medical Insurance

Understanding the medical risks whilst abroad
Investing - ESG Issues

Issues related to ESG factors
Investing - Pensions & Portfolios

A range of topical investment and pension issues
Investing - Tax Issues

Tax matters
Travel - Learning From Disasters

Real life stories from around the globe

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CSM Expat Financial Planning's articles section provides essential financial guidance for expatriates, covering personal protection (life insurance, critical illness, medical coverage), global investments, market trends, and ESG factors to help expats make informed financial decisions.