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Abacus Investment Management Limited - Business Profile
Abacus Investment Management Limited
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www.abacus-im.com.au
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ABACUS Investment Management Limited is an Australian financial services company responsible for the creation and implementation of investment strategies for private clients and sophisticated investors.
ABACUS Investment Management Limited was established on 28 February 1979 (formally trading as Personal Investment Management Services) to provide wealth management services and advice to its clients.
ABACUS Investment Management Limited is a Principal Member of the Financial Planning Association of Australia Limited.
Our aim is to create and manage wealth for our investors through disciplined investment strategies.
Independence is an important issue for our Advisers.
ABACUS Investment Management Limited is wholly owned by interests associated with its directors and advisers. ABACUS has no institutional ownership.
ABACUS Investment Management Limited obtains investment research from leading industry research houses and applies its own internal overlay prior to selecting and recommending investments. The independent research ensures our investment selection process is uncompromised.
Contact Details
Services Offered:Wealth Planning The construction of a portfolio requires the selection of investments and the adoption of an appropriate structure to maximise the returns and flexibility of the assets. ABACUS will work with you to design a strategy that is linked to your future goals and objectives.
Retirement Planning ABACUS will work with you to design a strategy that will target the income you require to fund your lifestyle in retirement.
Portfolio Management Once a strategy is adopted the achievement of the objectives requires the continuous monitoring of national and international economic developments and their implications for asset portfolios and individual circumstances, and their impact on the strategy.
ABACUS will work with you on an ongoing basis in managing your strategy to achieve your goals and objectives. Payment Methods Accepted:
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Products OfferedEstate and Succession Planning ABACUS will work with you to plan and address any issues in respect to the effective transfer of your estate assets. Your ABACUS Adviser will work with you to establish or provide advice in respect to your own Self-Managed Superannuation Fund or personal superannuation fund or employer sponsored superannuation arrangement.
Personal Insurance is an important consideration with any financial planning strategy. It can provide safeguards against loss of income in the event of sickness or accident, protects your family in the event of death and enables you to maintain your lifestyle in the event of major illness or total & permanent disablement.
ABACUS will work with you to select the appropriate level of cover and products to insure your specific needs. Hours of Operation:
Industry Associations & Accreditations:
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