Good advice covers everything about you, your family situation, your finances and your desires for the future. Because, regardless of whether you only have a couple of years of experience on the labour market or are planning the last stretch, you need to know how to get the most possible value from your savings and whether you have secured yourself and your immediate family if anything should happen to you.
Therefore, advice from PFA is much more about you and your needs than just pension and insurance cover.
360° asset overview
You will get a complete overview of your total assets since you need to include everything to see the whole picture. Therefore, we look at pension savings, other savings, equity, investments etc.
Based on a talk about your current needs and your desires for the future, we will provide advice on how to best mix your savings across pension, available capital and home equity.
The best investment is an investment that gives you peace of mind. Therefore, you will receive an in-depth explanation of our different investment profiles, so that you can choose the one that is right for you.
Your family situation and needs change throughout life and, therefore, it is important that the cover provided by your insurance plans change accordingly, to ensure financial security for you and your immediate family if anything should happen to you.
The sooner you start your pension planning, the better. We help you gain an overview of the calculation consisting of your pension savings, public benefits and other assets, and how to get the most value from the money.