Maria Andersson
Affirmo
Luleå
Wealth advice
Find an advisor for your wealth
If you have saved or inherited a larger sum, there are many choices to make: how to invest it, how it affects your tax and how to make it last. A wealth advisor helps you sort out the questions and build a plan.
Planning
You go through your goals and your financial situation with an advisor and end up with a long-term plan for your capital.
Investments
Your advisor helps you choose how to invest your capital, based on your goals and how much risk you are willing to take.
Start matching
Answer a few questions and we will show you wealth advisors who fit your needs. It costs nothing and you are under no obligation.
What can you get help with?
It varies between advisors, but it can cover saving and investing, planning for retirement and how to handle an inheritance. Ask the advisor what is included before you decide.
Sustainable investing
If sustainability matters to you, raise it with your advisor when you go through how your capital should be invested.
Risk and returns
The value of investments can fall as well as rise, and you may get back less than you put in. Past performance is no guarantee of future returns.
How matching works
Choose an area and answer a few questions
Tell us what you want help with and answer a few questions about your needs.
See advisors who fit
We show you advisors who match your needs and where you live.
Decide whether they can contact you
Advisors can get in touch with you if you allow it.
Decide whether to move forward
Matching is free of charge and carries no obligation.
If an advisor holds a Swedsec or Insuresec licence, it is shown on their profile, so you can check it before you get in touch.
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