Life has its ups and downs. That is why we help you put a financial plan in place, so you always stay on the right track with both your pension savings and your insurance cover. That brings peace of mind.
We put you first
We put you first
Good advisory services take a holistic approach. To you, your family, your finances and your dreams for the future.
Whether you only have a few years of experience in the labour market, are planning your final working years or are somewhere in between, you need to know how to get the most value from your savings and protect yourself and your loved ones.
“Can I afford to live the life I dream of?”
“Can I afford to live the life I dream of?”
This is one of the questions we are often asked - and can help you answer. By looking at your whole life, we can give you a complete financial overview, so you do not have to worry about how long your money will last. You get a plan you can relate to and use as a guide.
360° overview of your assets
You get a complete overview of your total wealth, because you need to include everything to see the full picture. That is why we look at, among other things, pension savings, other savings and home equity.
Savings
Based on a conversation about your current needs and your wishes for the future, we advise you on how best to structure your savings across pension, free funds and housing.
Risk
The best investment for your pension savings is the one that gives you peace of mind. That is why you get a thorough explanation of our different investment profiles, so you can choose the right one for you.
Insurance cover
If, for example, you have health insurance or insurance that covers critical illness, it is important that your cover keeps up with changes in your life. That way, you and your family have the best financial security if something should happen to you.
Pension planning
The earlier you start planning your retirement, the better. We help you get an overview of how pension savings, public benefits and other assets fit together – and how to get the most value from your money.
No two customers are the same, which is why our advice also differs widely. You receive advice based on your needs – and if you have a partner, the three of us can sit down together. That way, you get a shared plan and can look forward to the same future.
Here, you can hear briefly what our customers get out of a consultation.
When is it important to get advice?
When is it important to get advice?
Your pension plan should suit you, your life and the future you are looking forward to. That is why we recommend giving it a check when major changes happen in your life. This could, for instance, be that:
You can read more about pension and life stages at pfa.dk– and onMy PFAwe keep you updated with your personal recommendations. You are also very welcome to call us at (+45) 70 12 50 00
