Frog Financial Management have found when meeting its clients for the first time they often fall into one of two circumstances. For the most part there are clients who have little or no savings as well as very little capital, by embarking on building wealth for their future; our preferred partner can provide valuable assistance for these clients. Other clients may have capital; however their assets are either not performing or growing in line with their aspirations and objectives.
Capital Accumulator Strategy is an exclusive programme that our preferred partner has developed to support its clients who find themselves presented with these typical circumstances.
As a member of the Capital Accumulator Strategy programme our clients attain:
• A clearly defined investment strategy.
• A full understanding of the investment risk.
• A comprehensive review of investment performance
• A comprehensive easy to understand report documenting short, medium and long-term investment performance and fund information
• A complete evaluation of investments held
• A detailed asset allocation review
Capital Accumulator Strategy provides a mechanism to monitor and maximise performance of your wealth, whilst also protecting against economic, tax and legislation change.
As part of this programme wealth is preserved and good steady long term growth is achieved. Please contact us for more details.
The Retirement Planner Programme comprises a range of different tools that ultimately allow our clients to produce and provide an income at a time in their lives where they do not wish or want go to work on a daily basis. If you require we can refer you to our preferred partner who can provide valuable assistance in this area.
Many clients of Frog Financial Management have goals and aspirations to retire much earlier than the standard age we are all subconsciously programmed to retire at, that age being 65.
Where our clients hold pensions our preferred partner can undertake to produce the following:
• A clearly defined retirement strategy
• A full understanding of the investment risk.
• A full review of current investment performance.
• A comprehensive report documenting short, medium and long-term performance and fund information
• A valuation of the retirement plans held
• An asset allocation review
• An illustration projecting maturity benefits
Furthermore, an alternative way of creating income in retirement is to build up other income producing assets such as property.
The ultimate aim of The Retirement Planner Programme is for the clients of Frog Financial Management to have the correct level of income to sustain their lifestyles at their retirement age. This is achieved by building up a diverse range of income producing assets. Please Contact Us for more details.
The full range of services provided by our preferred partner are:
• Pension reviews
• Personal pensions
• Pension transfers
• Company pension transfers
• Bonds
• Unit trust
• Cash and investment ISA’s
Available on a referral basis through preferred partners of Frog Financial Management and not through First Complete Ltd.
