Unlocking Your Financial Potential!

We believe that everyone has a unique financial story. Whether you’re just starting your investment journey, building your empire, or looking to preserve your hard-earned legacy, we’re here to partner with you every step of the way.

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01

Simplicity

Financial decisions can be overwhelming. We’ll break down your options so they’re easy to understand and actionable.

02

Personal Touch

We listen first, and then craft a financial strategy tailored just for you.


03

Results-Oriented

Your success is our success. We are committed to helping you reach your financial goals.

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Our Philosophy

We believe in fostering relationships built on trust. Money isn’t just about numbers on a screen; it’s about the dreams you hold, the milestones you aim for, and the legacy you wish to leave behind. Our goal is to simplify the complexities of wealth so you can focus on what truly matters: living a fulfilling life.
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Client Reviews

We have clients all over the world from over 60 countries. Here are what some of them have to say…
Alfredo Eduardo Barboza Calderon

Alfredo Eduardo Barboza Calderon

Panama
"Being our first time considering options for planning and investing in our future and retirement plans, it was great having met Luke who has been very helpful and provide timely and accurate consultancy on the matter. He has been and continue being with us on every step on how to make decisions which are of best fit with our goals."
Terry Hunter

Terry Hunter

Hong Kong, China
"I've been working with CI-Associates for a year and they are professional, responsible and efficient in all areas. Luke Abbott in particular has given me sound advice regarding working towards my long term financial goals. Recommended."
Ursula Romero

Ursula Romero

Peru
"Luke has been my financial adviser for the past few years and I only have positive feedback to share about my experience with him. He has been extremely helpful with his guidance on investment choices and also connects with me regularly sharing trends and new attractive opportunities. I feel he genuinely cares about my financial future and for this, I truly trust in him."
Business Services

Business Services

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Consumer Product

Consumer Product

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Financial Services

Financial Services

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Travel & Aviation

Travel & Aviation

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Software Research

Software Research

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Quality Resourcing

Quality Resourcing

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My name is Luke Abbott and I am a certified financial advisor and the Regional Director, at a prestigious Wealth Management firm here in Panama. After completing a Finance and Economics degree at a top business school in New Zealand, I decided I wanted a bit of a career change and embarked on a military career with the British Parachute Regiment for a number of years. I decided to trade back my military boots and finally embark on a journey I was passionate about and headed back for the dynamic world of finance. My new career which started in London, quickly saw me excel and with a move to LATAM, first in Chile and finally here in Panama.

My aim is to illuminate the path for those seeking financial freedom.

Every great journey starts with a single step. Let's explore how we can transform your financial dreams into tangible realities.
Take that step today by booking a free discovery call with us.

© 2024 Luke Abbott. All Rights Reserved.

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