Do you have control over your wealth?
The first step in making a good wealth plan is to evaluate which areas you should prioritize. We always start our advisory services by getting to know you and your current situation. By taking our test, we get an overview of your needs and how we can help you to achieve better overall control.
Your personal wealth plan
Once your situation and your goals with your wealth have been reviewed, the wealth plan begins to take shape. Helped by our comprehensive range of services, we contribute with our expertise about taxes, legal questions, inheritance and generational shifts, and pensions if need be. The wealth plan includes a tailor-made investment plan based on your preferences and the goals you want to achieve with your wealth. The financial planning doesn’t end when the first plans are laid. With our digital wealth plan, you and your wealth manager have an up-to-date tool you can follow or easily utilise when necessary.
Reporting and follow-up
By using the Formue app and the client portal, you always have access to your investment portfolio and your wealth plan. You can check how sustainable your investments are, as well as which sectors and where in the world your capital is invested. Our wealth managers are always available discussion partners for all the thoughts and questions that can arise from your wealth plan. At least once a year, you and your wealth manager go through the plans you have laid to ensure that they are still in line with your wishes.