Existing Savings Plans & Invested Assets

Unique review and ongoing maintenance service

If you have an existing saving or investment plan that needs reviewing, Abacus provides a unique service for clients who find themselves in the following circumstances:

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under performing assets

You have an existing contractual or long-term saving commitment to a product and you need more help in understanding how to maximise your returns

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confused about what to do next

You generally need more help in understanding what product you have and are concerned about the valuation of your investment

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received poor financial advice

You want to understand how quickly you can get an existing investment contract back on track to achieving long-term growth

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lost touch with your adviser

You have lost touch or faith in your existing financial adviser and want to understand how to get hold of a trusted service that provides you with regular updates on the progress of your investment

The fundamental decision to save on a regular basis or invest a capital lump sum is a good one. We put your investment objectives at the forefront of any review process.

For more information about getting your investment back on track and the services we provide to achieve this, please contact us at hello@abacus.ae.

CONTACT DETAILS

 

Call Us

+ 971 (0) 4 357 7575

Address

99 Oud Metha, Suite 303
PO Box 48673, Dubai, UAE