Congratulations

We issue a very small number of Golden Tickets, to a select group of very special clients, whose judgement we value greatly. They, in turn, hand these tickets to individuals that they feel might benefit from a comprehensive review of their existing finances, as part of the development of a clear financial plan.

As the holder of a Golden Ticket, you are able to claim your complimentary financial review, which we normally charge up to $5,000 for. Simply add your name, email address and the unique activation number printed on the back of your ticket. We will then get in touch with you by email and start the review process.

Should you become a client we will either make a contribution of $100 to the chosen charity or send a thank you gift to the individual that recommended we work together. 

Aside from the benefit of knowing where you are and where you want to get to financially, our clients typically save significant fees on their savings and investments, allowing more of the money to be invested for greater returns. We have a unique approach to financial planning, and we think you’ll love being a client of Abacus, We look forward to working with you.