info@abacus-wealth.com
Bridging Wealth Across Borders
At Abacus Wealth International (AWI), our objective is to develop a relationship of trust with a commitment to competent and professional financial guidance based on experience, ethical values, and excellence.
OUR 360° HOLISTIC FINANCIAL PLANNING PROCESS
The foundation of our financial advisory service is based on a six-step holistic approach to financial planning. At AWI, we take the time to listen to your needs and concerns to truly understand your personal and financial circumstances in relation to your life goals.
With the aid of technological tools and decades of knowledge and experience, a professional financial planner can help you realize your financial strengths and weaknesses as a basis for making sound financial decisions in Tax Savings Strategies, Retirement Planning, Estate Planning, and Investment Planning.
OUR SERVICES
TAX SAVINGS STRATEGIES
Have you explored all your tax savings options? Discover strategies that your localized financial advisor may have missed. Speak to one of our financial planners today.
RETIREMENT PLANNING
Whether you are several years away from retirement or already in retirement, helping you put your retirement objectives in perspective is one of the things we do best. Speak to a retirement specialist for guidance today.
ESTATE PLANNING
Is the optimization, protection and timely distribution of your assets while living or upon death important to you and your family? Let’s talk about it today before it’s too late.
INVESTMENT MANAGEMENT
Whether you are investing for a future home purchase, education or wealth accumulation, AWI can guide you in making relevant investment decisions
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TAX SAVINGS STRATEGIES
Have you explored all your tax savings options? Discover strategies that your localized financial advisor may have missed. Speak to one of our financial planners today.
RETIREMENT PLANNING
Whether you are several years away from retirement or already in retirement, helping you put your retirement objectives in perspective is one of the things we do best. Speak to a retirement specialist for guidance today.
ESTATE PLANNING
Is the optimization, protection and timely distribution of your assets while living or upon death important to you and your family? Let’s talk about it today before it’s too late.
INVESTMENT MANAGEMENT
Whether you are investing for a future home purchase, education or wealth accumulation, AWI can guide you in making relevant investment decisions
Wealth Management Are Universal
Cross Border Wealth Management Services
Although the basic concepts of wealth management are universal, the complexities are magnified when you add cross border financial planning and taxation issues to the mix. Between our decades of experience and our network of international experts in various financial, tax and legal disciplines, AWI serves as your portal to competent financial services in the eastern hemisphere.
Your portal to competent ethical wealth management financial services in APAC
WHY CHOOSE
There is no such thing as a one-size-fits-all solution to investment and financial planning. Through AWI’s thoughtful process, we can help our clients with our C.O.P standard
- Compliance – Let AWI and our resources guide you through the maze of cross border rules and regulations
- Optimization – Avoid unnecessary risks, taxes, penalties, interest and other expensive mistakes, thereby achieving optimal wealth management
- Peace of mind – Sleep better at night knowing that your loved ones are protected against unforeseen life events, preserving assets when they need it most
“ You may delay, but time will not.” ― Benjamin Franklin
Schedule your free 15 minute discovery consultation today!