Services
How can we help you?
We look at your finances in context. Whether you are planning a home of your own, want your money to work harder, want to protect your family or need to set up your company's finances, we will help you find a solution that makes sense today and in the future.
You don't need to know a specific product or to know in advance what solution you need. Just choose the area you are dealing with right now.
Our services at a glance
Investments and wealth building
Do you have spare funds and want to give them a clear direction? We will help you put together an investment strategy based on your goals, time horizon, means and attitude to risk.
We look not only at where to put your money, but also at when you will need it and what role it plays in your overall financial plan.
Home financing
The path to your own home doesn't start with choosing a mortgage. It starts with a well-designed financing plan.
We will help you find your way through the financing options, and together we will find the path that makes sense in your situation.
Specialists
Protecting your income and your family's health
Household expenses carry on even when your income drops sharply or stops.
We will help you set up protection for situations such as long-term illness, disability, injury or serious health complications. The aim is not to insure everything, but to cover the risks that could genuinely threaten your family and its plans.
Specialists
Loans, refinancing and consolidation
We will help you structure your loans so that they make sense. We will look into refinancing, consolidation or more favourable financing.
Is the fixed-rate period on your mortgage coming to an end? We will map out your options in the current market.
Specialists
A financial start for children
University, a first home or the start of independent life. We will help you gradually build up funds for the important moments in your children's future.
It can also include protecting the plan in case a parent is unable to continue regular investing because of a serious life event.
Specialists
Property and liability insurance
The value of your home, its contents, your car and your business assets changes over time. An older insurance policy may therefore no longer match what you really need to protect today.
We will review the scope of cover, limits, excesses and important exclusions and point out any weak spots.
Specialists
Finance for entrepreneurs and companies
Personal and company finances are often more closely linked than they seem at first glance.
We will help you with financing, reserves, business risk protection, employee benefits and the long-term financial set-up of the company and its owners.
Specialist
Protection for small and medium-sized businesses
Insuring your business activities gives you the peace of mind you need to grow your business.
We will find fair cover for your business risks – from liability and property to business interruption, machinery and electronics. We understand your concerns and needs, because we are entrepreneurs too.
Specialist
For the undecided
Not sure where to start?
Perhaps you want to invest, but you are also paying off a mortgage. You are thinking about your children's future, but you are not sure how big your family's reserve should be. Or you have several contracts and don't know whether they make sense together.
You don't need to come with a ready-made solution. Just describe your situation to us and together we will decide which areas take priority.
The bigger picture
Individual services. One shared plan.
Mortgages, investments, insurance and pensions don't work in isolation. A decision in one area can affect your options in all the others.
That's why we look at even a specific request in a wider context. A solution should match not only what you need today, but also your plans for the future.
Clear priorities
You know what needs dealing with now and what can wait.
Easy-to-understand options
You can see the benefits, costs and limitations of each option.
Long-term continuity
Solutions can be adapted as your life and goals change.
FAQ
Frequently asked questions about our services
For municipalities, towns and churches
Smart management of public and church finances
Investment advice for municipalities, towns, associations of municipalities, publicly funded organisations and church institutions — safely, transparently and independently.
Let's start with what matters to you right now
You don't have to sort out all your finances at once. Choose the area that is relevant to you now, or simply describe your situation to us.