top of page
financialplanningadviceapprentice-640x41
FAILING TO PLAN IS PLANNING TO FAIL

Contact me to Schedule an online face-to-face, Fact Find meeting and  get a Free Financial Planning Advice

Fill out this form to get a 
CALL / QUOTE !

Thanks for submitting!

Planningriskstrategybusinessoptionredemp
Financial Planning
  • Education Planning
    Ensure that you pave the way for your child’s life chances with education planning that guarantees their future.

  • Retirement Planning
    Your twilight years should be dazzling – ensure that you and your family gain the future you deserve with expert retirement planning.

 

The single largest, most common reason for people being unprepared for their children’s higher education or for their own retirement, is they put off working towards it. When you are young, you feel there is enough time to plan later, but before you know it, life has passed you by and you feel you are too old to start a plan.

The fact is it’s never too late. And the truth is, the only way you will ever meet your financial goals - whether they are for your children’s education, buying a home, or creating a retirement fund – is by taking the first step now. Stop procrastinating, define your dreams, and start taking small steps towards realizing them !

  • Business Succession Planning
    Pass on the reigns with the right strategy for maximum profitability and commercial security – do your hard work justice.

  • Estate Planning
    Protect your hard-earned legacy and those you love with exceptional estate planning that minimises your tax liabilities

Financial Planning & Investments

HOURS & LOCATION
Location

Continental Insurance Brokers
Indigo Icon, Cluster F, 9th Floor,

Jumeirah Lake Towers
P.O. Box 26588, Dubai, UAE

shibu.thomas@cfsgroup.com

Tel : +971-50-860 2951
UAE :  050-860 2951

Hours

Monday - Saturday

9 am to 6 pm

 

Sunday 

4:00 pm to 6:00 pm

 

Evenings by Appointment

  • Portfolio Bonds
    An investment structure for multiple savings and investments – typically from industry-leading financial organisations.

  • Portfolio Management
    The fine art of strategic investments across numerous types – such as regular savings, stocks, property, and assets.

  • Lump-Sum Investments
    The investment of a single and complete lump sum of money in one, for a fixed period of time.

Over the course of the past decade, it seems a bewildering number of new investment and financial opportunities have sprung up – and with more wealth management options than ever before, it can be all too easy to make a financial misstep.

For you, we offer knowledge and expertise – helping you make your way through what can be a minefield with the right expert insight. Alongside our highly experienced investment managers, we ensure that you benefit from a world of market-leading products – promising variety, flexibility, and the potential for exceptional growth of wealth.

Investment
what-will-you-sacrifice-to-gain-your-dre

Our investment philosophy centers on the specific investment mandate of our investors. Keeping in view a long-term investment horizon, we aim to amplify return while keeping risk in check.

Investor-centric - Our investment advice is based on our customers’ aspirations and guided by their challenges. No matter where you are in your investment journey, we’re there to help you achieve your financial goals.

Risk minimization - We believe that the strength of an investment strategy lies not in its focus on superior returns, but in its ability to prevent losses. It is a superior performance during bad times that establishes an advisor’s credibility, rather than above-average returns as a result of high-risk exposure.

Steady returns - Achieving superior results when things are looking up and performing below average during tough times is not the way we work. We aim for consistent performance year-on-year with a long-term investment horizon.

Focused investment approach - We believe our portfolios are not just based on an array of security holdings but a theme-based, research-driven, and focused investment model. Thus instead of overly diversifying the portfolios, we strive to be in the right asset class at the right time.

A bottom-up approach - Our investment strategies rely on in-depth knowledge of companies and their securities, independent of economic outlook, interest rates, or securities markets. We structure our portfolios with a defensive stance focused on minimizing risk rather than an aggressive strategy focused purely on high returns.

© 2025      >>>     Call us: +971-50-860 2951   >>>     Follow us:

  • Facebook Basic
  • Twitter Basic
  • LinkedIn Basic
bottom of page