What we do!
Personalized Planning & Advice
Wealth Management
Front Simple Planning
Estate Planning /Trust
Solving Issues with already existing investment
in the financial market
Personalized Planning & Advice
Is our one-on-one close financial advice service, that gives you unlimited access to a certified financial planner and other advisors for a personalized financial evaluation, guidance and planning to help you reach your financial goals.
Features
PROFESSIONAL INVESTMENT MANAGEMENT
We’ll suggest an investment strategy for your perculiar situation, manage a well diversified account and make adjustments along the way to help keep your savings goals on track.
ONE-ON-ONE FINANCIAL GUIDIANCE & COACHING
For increased personalization, professional guidance from a certified financial planner and other Advisors guarantees your customized roadmap to reach your goals
FLEXIBLE FINANCIAL PLANNING
We’ll help you create a personalized financial plan that has the flexibility to change as your life evolves and other events emerge.
PROGRESS UPDATES
Get monthly updates of account progress showing your investing activities.
Minimum investment of N15,000,000 or securities (shares & bonds) worth
YOU HAVE AN ADVANTAGE
You have an advantage, we have no proprietary product(s) which means no conflict of interests as to the funds\securities (eg, equity funds, bond funds, balanced funds, etc) used in the construction of portfolio but to focus on selecting high grade funds\Asset classes to construct your portfolios to achieve your goals and objectives. Which means we will not try to market it because it’s our own. We act in your best interest, and are focused on tailor made, independent and clear solutions for you. The investment vehicles used in the construction of your portfolio(s) or mere recommendations eg, bonds and other similar instruments must be affirmed by two to three of the highest rating agencies in the world: S&P, Moody and Fitch agencies. Front Line Asset conducts rigorous, consistent and thorough check-over of the third parties we recommend howbeit without direct warrantee from us. They must pass the subject of quality and cost efficiency. Eg of such third parties might include: Accountants, Attorneys, Brokers etc. This is why INDIVIDUALS, FAMILIES AND INSTITUTIONS across Nigeria and beyond trust us with their money and wealth.
WEALTH MANAGEMENT
Our wealth management plan is a three-fold cord – you, your dedicated certified financial planner/investment advisor, your wealth management team.
Because we know that your wealth isn’t just about your money. To you, they are also likely beyond certain specific investments & retirement goals. They might include your family, forging a legacy, values, Risks management, philanthropic activities and more.
With more wealth comes more complexities and broad arrays of other diverse needs. We’re there for you, we turn your possibilities into plan for you, your family and the world- as far as you can see it.
Your wealth management team is there to help you to explore and pursue your wealth management needs and goals–Strategies designed to grow and protect your wealth today and on the long haul. It all starts with a conversation.
Front Line management team can help you manage your wealth, from investment and beyond.
We incorporate your need today, tomorrow and your legacy – including budgeting, investing, cash management, retirement planning, Passing down your wealth to your loved ones, the courses that are important to you and more.
You can achieve your ambition. We can turn your possibilities into plan.
Front Line wealth management Team can help with your investment and beyond.
.
investment planning
Creating and maintaining a customized portfolio with broad range of investments aimed at growing and protecting your wealth. We would factor in your preference and rebalancing.
Retirement Plan
Different stages of life require different game plans. You can live the lifestyle you envision at retirement with prudent planning. Your Front Line Advisor will help you make a plan to- getting-to and through retirement.
education & other support
Tax-advantaged Savings and investing plans designed specifically for your special needs and Education— Children, grandchildren and others.
ESTATE PLANNING
You have worked so hard to create your family wealth. The next question is how you can ensure it passes to the people you love and the courses you care about..
Planning today can provide you and your family the comfort you need now and smoother transition when the time comes eventually.
Estate planning can be a complex process. As you go through these important steps and decisions, a competent and experienced advisor familiar with your unique circumstances can assist your attorney in creating a comprehensive estate plan that reflects your goals and the kind of Legacy you wish to leave behind including transfer of your wealth to your future many generations.
With our tailored solutions and strategies we can help you preserve and transfer wealth smoothly and most profitably.
Your estate plan advice & solutions may include documents to nominate guardians for your under-aged children, list your assets and outline what should happen in a medical emergency.
.
TRUST
You can create a trust-based complete and comprehensive Estate plan for the protection and transfer of your assets even to your multiple generations unborn while avoiding probate court.
Trust can enable you to pass your assets to your beneficiaries very seamlessly.
Your Trust terms may also be crafted to be flexible and meet evolving needs for your beneficiaries including your dynasty.
Your wealth life requires commitment and long-term care, and that is where we come in. Evaluating all options to give you the best advice and solutions. Taking our time to understand you and your peculiar circumstance is what our advisors do best. Our Trust experts will work with you to select the different levels of trusts you need for your peculiar circumstance both onshore and offshore.
We provide you with a fitting third-party corporate trustee for your trustee account.
.
OUR TRUST ADVISORY SERVICE ALLOWS US TO
~ Perform due diligence of external third-party trust companies partners
~ Have access to third-party trust companies which provide a broad variety of fiduciary capabilities and solutions in Nigeria and abroad.
~ The different corporate trustee partners have different administrative capabilities allowing for a broad range of corporate trustee solutions.
Front Line Asset Ltd(Investment advisors) do not provide trustee services but will give access to trustee services through a suitable third-party corporate trustee.
How it Works
Learn how it Works=> Trust experts within Front Line Asset, analyze client documents and situations, suggest a fiduciary solution that should suit your needs and goals.
=> Front Line Asset and the approved third-party trust companies work together to manage the trust relationship.
Third-party trust companies work with Front Line asset(Investment advisors) to provide investment advice and management services
Front Simple Account
We discovered that investment management may not be high on your list or what you are cut out for. Front simple is an investment advisory service with an already built range of investment strategies constructed to suit your goals, risk tolerance and time horizon (how long you might want your investment to last).
How it Works
See how Front Simple Account worksComplete a questionnaire and we’ll suggest an investment strategy based on your goals, risks tolerance and time horizon.
Your account is monitored by our team who makes sure your portfolio is on track to reaching your goals and rebalances when it’s deviating.
Our team does the investing and managing to reach your goal while you focus on other courses that matter to you.
Reach your children’s Education goals, retirement, building long-term wealth, vacation and more with Front Simple.
ISSUES WITH ALREADY EXISTING INVESTMENTS IN THE FINANCIAL MARKET SUCH AS SHARES
Our aim is to solve the rigorous problems you have with the shares you bought or any other Securities you own in the financial markets and restore the outstanding claims (dividends, shares and payoffs etc.) in the various companies quoted on the stock exchange in a cost effective and less hassle way. These include securities (shares, others) of your deceased loved ones.
The areas we help solve the problems include but not limited to:
- Processing your shares
- Bank difficulties(securities related only)
- Shares Litigation
- Deceased loved ones shares/Probate court processes
ESTATE PLANNING
You have worked so hard to create your family wealth. The next question is how you can ensure it passes to the people you love and the courses you care about..
Planning today can provide you and your family the comfort you need now and smoother transition when the time comes eventually.
Estate planning can be a complex process. As you go through these important steps and decisions, a competent and experienced advisor familiar with your unique circumstances can assist your attorney in creating a comprehensive estate plan that reflects your goals and the kind of Legacy you wish to leave behind including transfer of your wealth to your future many generations.
With our tailored solutions and strategies we can help you preserve and transfer wealth smoothly and most profitably.
Your estate plan advice & solutions may include documents to nominate guardians for your under-aged children, list your assets and outline what should happen in a medical emergency.
.
IMPORTANCE OF ESTATE PLANNING
Estate Planning can help you:
=> Ensure the distribution of your assets as you desire
=> Protect you from creditors and unwanted heirs
=> Minimize/eliminate estate taxes, probate fees and legal expenses
=> Maximize the value of your assets
=> Minimize unnecessary delays
=> Provide better care for dependents
=> Enhance and Preserve assets for future generations
=> Make provision in case you become incapacitated
preference and rebalancing.
INVESTMENT PLANNING
Creating and maintaining a customized portfolio with broad range of investments aimed at growing and protecting your wealth. We would factor in your preference and rebalancing.
RETIREMENT PLAN
Different stages of life requires different game plans. You can live the lifestyle you envision at retirement with prudent planning. Your Front Line Advisor will help you make a plan to- getting-to and through retirement.
EDUCATION AND OTHER SUPPORT
Tax-advantaged Savings and investing plans designed specifically for your special needs and Education— Children, grandchildren and others.
Why Choose Us
Latest News
WHAT WE DO
Don't be afraid to give up the good to go for the great
App Development
Far far away, behind the word moun far from the countries Vokalia Place supplies with regelialia.
Design & Development
Far far away, behind the word moun far from the countries Vokalia Place supplies with regelialia.
Innovative Solutions
Far far away, behind the word moun far from the countries Vokalia Place supplies with regelialia.
