For employees / participants
Request for advice
The starting point is usually a concrete request for advice. "Should I start saving or investing more for my pension? And if so, what fits best with me? "And" Which investment profile within the pension scheme should I choose?".
The outcome is tailored advice, based on your preferences and personal financial situation. Subsequently you get the option to act upon that advice, for example by recording your choice or initiating a transaction.
Söderberg & Partners does not see an advisory process as a one-off. Things change during your lifetime: you want to buy a house, you get married, you get a child. Such events should be the trigger to have a good look at your financial situation again. Something we recommend you do every 2-3 years anyway. Söderberg & Partners are happy to assist you.