9.00 am - 5.00 pm
[email protected] +234 9065973625

Mission - Vision

Our Vision & Mission

Our Vision

Our vision is to be the best and the most preferred financial planning and wealth management firm of African origin.

Our Mission

* To help people live their financial dreams.
* To solve the problem they encounter in the financial markets.

PLANNING AND ADVICE

As your needs in life change, the help you require changes, from your accumulation stage to your distribution stage to legacy. Experienced Advisors are here to help you at every turn to build the kind of financial future you envisage.

We’ll help you plan and outline the best investment strategies that are in line with your goals. Even if you don’t have specific savings goals, A Front Line Advisor will spend time with you learning a little more about you, will suggest an investment strategy and provide one-on-one coaching so you can plan for the future.

We will help you with your most critical decisions so that you feel more confident about your financial future- From complex wealth management to your other financial needs (Retirement, project, Children Education etc.). We can help you with financial planning to meet your goals.

No matter what you want to achieve, our experienced, certified financial planners and advisors will work with you to provide strategies, ongoing comprehensive planning to help you get there.

BIG PROJECT

Saving for a big project in your life is exciting!

You can save towards that big project like a house, a car, equipment, even weddings etc. And it’s easy to create a plan to reach that goal.

We’ll work together during a one-on-one Advisory Consultation, to help you create a budget that fits your lifestyle and suggest an investment strategy to invest using your customized planning and Advice account so you can work towards making that big project a reality.

The Future

Our Advisor will get to know you and not just your financial goals__Who you are, tolerance for risk and your goals for the future and then suggest Investment Strategies and funds that’ll fit your investment objective, and risk tolerance, and time horizon.

[you too can take ownership of your financial future]

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 your 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 INSTITUTION across Nigeria and beyond trust us with their money and wealth.