The aim of the Wealth 360 plan is to review all your assets and provide recommendations for actions to help you prepare for the future.
We will consider not only your investments, but also your fixed assets and the potential role of debt in your overall financial strategy. We will also address how you can manage your risks and safeguard your wealth.
Many customers benefit from a comprehensive review of their financial situation. The need for this service often arises from a single question or a change in life circumstances, but we always assess your overall position. Common questions include:
A legal counsel explores various options for managing your assets and identifies potential risks that you may wish to prepare for. Your plan is customised to suit your unique life situation and total wealth.
This approach allows us to consider the legal implications for your family, ensuring all necessary documents are in order and addressing tax and other relevant legal aspects. With proactive legal planning, you can often prevent unpleasant surprises from unexpected life events.
You can also have a Wealth 360 meeting online. You can join an online meeting from wherever you are – it’s as easy as paying bills via Nordea Mobile or Netbank. The plan is completed over two online meetings: the first is used to gather all the necessary information, and the second one is for the legal counsel to present their recommendations and you to review them together. This service is available only in Finnish and Swedish.
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