Senior Counseling

Peace of mind. Security in retirement

Independent counseling that puts you at the center and focuses on the life you want to live.

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Senior Counseling

Senior Financial Counseling provides you with an overview and clarity regarding your future finances—both for you individually and, if you have a spouse or partner, for you as a couple. With our senior financial counseling, you’ll receive a customized financial analysis that gives you peace of mind and a clear picture of your finances—now and for many years to come.

The analysis consolidates your pensions, savings, and other assets. We review relevant optimization options and provide you with specific advice on how to make the most of your assets throughout your retirement.

After the meeting, you’ll receive a written senior analysis with our recommendations and an action plan, so you can take action with confidence and a clear overview.

Our experience: More than 9 out of 10 customers we advise have documented potential for optimization, and most of them don't realize it themselves.

Let us help you achieve financial security in your later years.

 
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YOUR FUTURE.
What are your dreams?

No matter what your dreams are, a good first step is to get a clear picture of your financial situation.

We recommend seeking senior financial counseling starting around age 60, especially if you’re considering retiring before becoming eligible for the state pension, or if you want to ensure that your savings will be enough to support the lifestyle you desire.

We are independent senior advisors, and our focus is on you and the life you want to live. We help you understand your options and their consequences in a simple and clear way, so you can make decisions with confidence.

With our senior advisory services, you’ll get a comprehensive and clear overview of your pension, savings, and assets, as well as advice on how to make the most of your finances. If you’re married or living with a partner, we’ll naturally take your combined financial situation into account.

The goal is for you to make decisions that give you freedom and peace of mind—and to enjoy your retirement with freedom, security, and joy.

It's never too late

Even if retirement is approaching, there may still be ways to improve your financial situation—whether it involves the order in which your pension payments are made, how they interact with the state pension, or how you utilize your assets.

Our experience shows that the vast majority of the people we advise have real potential for optimization, even late in the process. The most important thing is to make a decision now and develop a plan that’s right for you, so you can look forward to retirement with peace of mind.

When you seek advice from your bank or pension provider, they recommend their own products.

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Customer Testimonials

See what our customers say about us

"I had never given retirement a second thought. But even with 40 years left in the workforce, I realized just how important it really is."
william-schroders
William Schrøders, 27 years oldCustomer
"I actually thought I had my pension and insurance covered... but there was more to be gained. You feel more informed about your own pension, and there are no questions you can't ask. In the end, my husband transferred his pension that same day, too."
malene-luunden
Malene Lundén, 60 years oldCustomer
"I was treated as an equal, and my pension was explained to me in language I could understand. You have nothing to lose, and you might end up getting much more out of your pension than you think."
tina-riisgaard
Tina Riisgaard Mortensen, 59 years oldCustomer
"I've received professional advice and a clear overview of what works and what needs to be adjusted so that my pension serves me better in terms of both returns and insurance coverage. I highly recommend the pension advisory services offered by Finansrådgiverne."
thomas-hjort
Thomas Hjort, 49 years oldCustomer
"I was really just like most people—curious about my retirement and hoping for more peace of mind. The advice has given me peace of mind and the confidence that my money will be managed properly for my retirement. All in all, it was a really good experience, and something I highly recommend."
Faizan Syed, 38 years oldCustomer

Contact Us

If you have any questions or would like to discuss your options, our customer coordinators and administrative staff are ready to help you.

Have a casual chat