We are a firm of Independent Expat Financial Planning Advisers that help expatriates plan , schedule and organise their financial lives.
We cater to clients of varying professions and nationalities in addition to small and medium sized companies.
Geographically our clients are globally based and operate in many differing jurisdictions.
As such we offer and embrace all forms of digital communications to maximise efficiencies and assist with the many time zones.
With 30+ years experience directly related to the financial services industry we have always adhered to the principles, ethics and regulations of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) - such credentials are rarely found in the offshore financial planning market space.
We do not work for financial institutions nor do we work for financial services product providers.
As independent expat financial planning advisers we are well-placed to offer you a truly independent advice service encompassing a range of expat related financial planning issues that matter to you and your loved ones.
We help you to understand your current financial situation by highlighting any gaps that may exist whilst looking to identify opportunities that may be present in your circumstances.
Our expat financial planning processes are holistic in nature and designed to keep you on track to achieve your financial planning goals.
Company Details
- Founded
- -
- Address
- Central, Hong Kong,hong Kong Hk,hong Kong
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- csmltd.com
- Keywords
- Expatriate Financial Planning, Employee Benefits, Retirement & QROPS, Medical & Travel Insurance, Life & Critical Illness Insurance, School Fees Plans, Estate Planning, Investment Platforms, Discretionary Fund Management, Inheritance Tax Planning (IHT), Wealth Management, Commercial Property.
- HQ
- Hong Kong, Hong Kong
Csm Expat Financial Planning Questions
Csm Expat Financial Planning's website is csmltd.com
Csm Expat Financial Planning's LinkedIn profile is https://hk.linkedin.com/company/csm-expat-financial-planning
Csm Expat Financial Planning's industry is
Financial Services
Csm Expat Financial Planning's top competitors are
My Expat Financial Planning,
Expat Financial Survival Guide,
Expat Financial Advice,
Expat-Family,
Expat For Life,
Expat Legal Services Group,
Trips To Cherish,
Expat Pensions Dubai,
Expat Parenting Collective,
Expat Pension Uk.
Csm Expat Financial Planning's categories are Financial Services
Csm Expat Financial Planning's founding year is 1985
