At Kraft Finans, we use our power to create long-term value for our customers, so that you can use your energy to make the most of the big moments in life, and all the small ones in between.
It’s hard to know what tomorrow will bring, or how your needs and goals will change over time. Therefore, it is important to have a clear, comprehensive plan that helps you achieve your financial goals in the short, medium and long term.
Our advisors aim to help you develop and preserve your wealth, and pass it on to the next generation when the time comes. Through a life cycle program, they help you navigate through all stages of life, and give you access to what we believe is the market’s best toolbox.
All our customers have their own dedicated advisor. These are often personal relationships that last a lifetime. At Kraft Finans, the advisors have the freedom to give you the advice that suits you best, depending on your wishes, preferences and risk level.
At Kraft Finans, you and your advisor are in the driver’s seat and decide the direction. Together, you will periodically find out if your needs or goals change over time, and make any adjustments.
Whether you’re aiming to invest in real estate, start your own company, or support your children, you can count on our advisor to help you determine the best investment strategy to grow your wealth in the long term.
At Kraft Finans, we believe that wealth planning is the foundation of all successful customer relationships. Whether you’re looking to secure your children’s financial future, better understand your tax situation, or seek expertise in inheritance, retirement, or relocation, our dedicated advisors can help you prepare for tomorrow by taking action today.
A wealth plan is a thorough process. Your dedicated advisor will therefore ensure that they have a thorough understanding of your current personal and financial situation, including your family and any business interests.
At Kraft Finans, our advisors will guide you through relevant options and shed light on the financial consequences of these. Our goal is to give you and yours a solid platform to make well-informed decisions.
We can offer:
Personal pension advice
Review of individual pension agreements
Pension as a key part of your wealth plan
We provide a personal and practical review of forecasts for retirement pension and AFP early retirement pension for different withdrawal dates. We also assess your financial security in the event of disability or
death, through pension and/or insurance (one-off benefits).
At Kraft Finans, our advisors will provide you and your company with valuable help through a selection of the following services:
• Review of pension and insurance schemes
• Review of individual agreements/management agreements
• Individual pension advice for employees
• Courses, lectures and information meetings for employees
Based on experience, we see that many companies have implemented solutions that do not work quite as planned. Our advisers are skilled in both the regulations and the market, and can therefore ensure that the pension schemes are put together in the right way and priced correctly.
At Kraft Finans, we collaborate with a leading player in legal services. This means that we can help you with future power of attorney, wills, inheritance and other legal issues. We also offer information sessions that shed light on legal issues in the area of asset conservation.
Tax and tax rules can often be complicated. At Kraft Finans, we help you understand and manoeuvre in tax matters, so that you always stay within the applicable regulations, and at the same time preserve and increase your wealth.
At Kraft Finans, we can help you transfer your wealth to those you want to benefit from it in the future. This also applies, for example, to larger transactions in real estate, as Kraft Finans has its own department within corporate finance.
Before one of our advisors contacts you, it is useful to have a little more information. We don’t share this with anyone else. The information is only used for us to provide you with a precise and efficient follow-up. The information will be deleted from us within six months at the latest, see our Privacy Policy.
The path to a good risk-adjusted return must take into account various elements of risk, and not just historical
Fluctuations. A significant proportion of the customer’s investments must be liquid in order to exploit the advantage this provides in the event of changes in their own situation or the market.
Would you like more information about our services for you or your company?
Feel free to contact us in a way that suits you.
