Financial Planning Services

Comprehensive financial solutions tailored for families. From budgeting and savings to retirement and estate planning, we help you achieve your financial goals.

Our Core Services

Everything your family needs for complete financial security

Budgeting & Cash Flow Management

Take control of your family's finances with personalised budgeting strategies and cash flow optimisation. We help you track expenses, identify savings opportunities, and build sustainable spending habits.

  • Monthly budget creation and monitoring
  • Expense tracking and analysis
  • Emergency fund planning
  • Debt management strategies
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Investment Planning

Build long-term wealth with strategic investment planning tailored to your family's risk tolerance and financial goals. Our expertise helps you navigate Norwegian and international markets.

  • Portfolio design and diversification
  • Risk assessment and management
  • Tax-efficient investment strategies
  • Regular portfolio reviews
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Retirement Planning

Secure your golden years with comprehensive retirement planning. We help you optimise Norwegian pension systems and build additional retirement savings for financial independence.

  • State pension optimisation
  • Occupational pension planning
  • Individual pension accounts (IPA)
  • Retirement income strategies
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Insurance & Protection Planning

Protect your family's financial future with comprehensive insurance planning. We assess your coverage needs and recommend appropriate protection strategies for life's uncertainties.

  • Life insurance needs analysis
  • Disability income protection
  • Critical illness coverage
  • Property and liability insurance
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Specialised Family Services

Additional services designed specifically for growing families

Education Planning

Prepare for your children's education costs with dedicated savings plans and investment strategies for university and higher education.

  • • Education savings accounts
  • • University cost projections
  • • International education planning
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Property & Mortgage Planning

Navigate home ownership with expert guidance on mortgages, refinancing, and property investment strategies for your family's needs.

  • • First-time buyer guidance
  • • Mortgage optimisation
  • • Property investment advice
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Estate Planning

Ensure your family's legacy with comprehensive estate planning, including wills, trusts, and inheritance tax optimisation.

  • • Will preparation and updates
  • • Trust establishment
  • • Inheritance tax planning
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Our Planning Process

A structured approach to your family's financial success

1

Initial Consultation

Complimentary meeting to understand your family's financial situation, goals, and priorities.

2

Financial Analysis

Comprehensive review of your current financial position, assets, liabilities, and cash flow.

3

Strategy Development

Creation of a personalised financial plan with specific recommendations and action steps.

4

Ongoing Support

Regular reviews and adjustments to keep your financial plan on track as your family grows.

Service Packages

Flexible options to meet your family's needs and budget

Essential Planning

Perfect for families starting their financial journey

€299 /one-time
  • Initial consultation (90 minutes)
  • Basic financial assessment
  • Budget creation and recommendations
  • Written action plan
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Comprehensive Planning

Complete financial planning for growing families

€149 /month
  • Everything in Essential
  • Investment portfolio management
  • Retirement planning
  • Insurance review and recommendations
  • Quarterly progress reviews
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Premium Advisory

Full-service financial advisory for established families

€249 /month
  • Everything in Comprehensive
  • Estate planning services
  • Tax optimisation strategies
  • Monthly check-ins
  • Priority support
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Ready to Start Your Financial Journey?

Schedule your complimentary consultation today and take the first step towards securing your family's financial future.