Independent goal-based wealth planning

At Heimdal Wealth Planning we believe that wealth doesn't just happen. Instead it is achieved through focused planning, anchored to the goals and ambitions that really matter to you. Our passion is to offer independent wealth planning advice to help you achieve these goals! Through a highly personalised, client-first process, we will help every step of the way on your financial path. So, start organising your financial resources to achieve your goals today!   



We offer comprehensive wealth planning services

Personal Finances                  

360° review- and optimisation of personal finances 

Asset Allocation        

Advice on structuring a financial portfolio with your short and long-term goals in mind

Wealth Planning 

Make your money work towards your goals with tailored wealth plans

Large Purchases       

Factoring the purchase of a house, car or other large expenditure into your wealth plan 

New in Denmark        

Support in navigating financial planning specifically in Denmark 



What is goal-based wealth planning

Goal-based wealth planning starts and ends with you. What do YOU want?

Buying a new home?

Early retirement?

Becoming debt free?

At Heimdal we understand that achieving meaningful life goals is the true underlying objective of saving and investing. Hence, from the first introduction session, to the final presentation of your tailored wealth plan our advice has the sole purpose of maximising your chances of achieving these goals. 



Together we grow your wealth

Our wealth plans are designed with three core principles in mind.

Effectiveness: Achieving your goals is our number one priority

Efficiency: An appropriate trade-off between risk and expected return, whilst keeping costs low and transparent

Endurability: A plan is only as good as a your ability to follow it. We don't make things more complicated than they need to be



Why choose Heimdal?

  • Advice tailored to your specific set of circumstances
  • Truly independent, with no external affiliations
  • Transparent pricing. No hidden charges, commissions or referral fees

The first session is on us!

Reach out to start your wealth planning process today. The first introduction session is free of charge and with no obligations.

Email: contact@heimdalwealthplanning.dk 
Phone: + 45 23 89 55 80 



Testimonials

"I think it is a challenging mindset shift for us from being opportunistic/survival to being steady wealth builders. It is quite the shift emotionally and strategically, to think this way. But I look forward to it." 

"I love how the session sparked important reflection and conversation."

"I am grateful that you highlighted the privileged position that we are in, whilst also pointing out "lifestyle creep" risks. Its something that I have noticed, but didn't have the word for." 


Your goals await

Start planning with Heimdal today


Policies

Policies for Heimdal can be found here.

Finanstilsynet

Heimdal is an approved investment adviser ("investeringsrådgiver") by the Danish Financial Supervisory Authority.

Complaints

Should our services despite our best efforts not live up to your expectations, complaints can be addressed to: contact@heimdalwealthplanning.dk

Please refer to our policies for handling of complaints.