Our Services

At Financila, we are dedicated to providing exemplary investment services tailored to meet your financial goals. With a wealth of experience in the investment landscape of Norway and beyond, we are equipped to guide both individual and institutional clients through the complexities of investing. Below are our core services designed to help you achieve financial success.

Investment Advisory Services

Our Investment Advisory Services are designed for clients who seek expert guidance in building and managing their investment portfolios. Our seasoned advisors work closely with you to understand your financial objectives, risk tolerance, and investment horizon.

• Personalized Investment Strategy: Customized investment strategies based on your unique financial goals.
• Portfolio Management: Continuous monitoring and rebalancing of your investment portfolio.
• Market Analysis: In-depth market research and analysis to identify growth opportunities.

Pricing: Starting at 1% of assets under management annually.

Wealth Management

Financila provides comprehensive wealth management services that encompass all aspects of your financial life, including investment management, tax planning, estate planning, and more.

• Comprehensive Wealth Assessment: A thorough analysis of your financial situation.
• Tax Optimization Strategies: Expert advice on reducing your tax liabilities while maximizing investment returns.
• Estate Planning: Guidance on effective estate planning to safeguard your assets for future generations.

Pricing: Competitive fee structures starting at 1.5% of total assets managed per year.

Retirement Planning

Planning for retirement can be daunting, but our experts at Financila are here to help you navigate this crucial phase of your financial journey. We create tailored retirement plans that align with your future goals.

• Personalized Retirement Plans: Customized plans designed to provide the income you need in retirement.
• Investment Strategy: Targeted investment strategies to grow your retirement savings.
• Social Security Consultation: Guidance on maximizing your Social Security benefits.

Pricing: Initial consultation at NOK 1,500, with ongoing planning fees at NOK 1,200 per hour.

Investment Fund Services

For institutional investors, we offer a range of investment fund services to help you efficiently manage large sums of capital.

• Fund Creation: Assistance in designing and launching investment funds tailored to specific investment strategies.
• Fund Management: Comprehensive management services including risk assessment and compliance monitoring.
• Performance Reporting: Detailed reporting and analysis of fund performance to ensure transparency and accountability.

Pricing: Starting at 0.5% of assets under management for fund management services.

Real Estate Investment Services

Investing in real estate can be a lucrative avenue for generating wealth. Our team specializes in real estate investment services that can help you navigate the market.

• Investment Opportunity Assessment: Analysis of potential real estate investments.
• Property Management: Comprehensive management services for residential and commercial properties.
• Real Estate Investment Trusts (REITs): Access to managed investment vehicles for real estate investments.

Pricing: Asset management fees starting at 1% of the property value annually.

Tax Advisory Services

Understanding and managing your tax obligations is crucial for effective investment and wealth management. Our tax advisory team provides tailored solutions to help you optimize your tax situation.

• Tax Planning: Strategies designed to minimize your tax liability while maximizing returns.
• Compliance Assistance: Ensure that all tax filings are completed accurately and on time.
• Ongoing Support: Regular reviews and updates of your tax strategy based on changing tax laws.

Pricing: Consultation fee of NOK 1,000, with additional hourly rates of NOK 800 for services rendered.

Investment Education and Workshops

At Financila, we believe that informed investors make better decisions. We offer a variety of educational resources and workshops to enhance your investment knowledge.

• Investment Webinars: Monthly webinars covering various topics in investing, portfolio management, and market analysis.
• Workshops: Interactive workshops providing hands-on experience with investment strategies.
• Resource Materials: Access to guides and resources to further your investment education.

Pricing: Workshop fees range from NOK 500 to NOK 2,000, depending on the topic and duration.

Corporate Advisory Services

Our Corporate Advisory Services cater to businesses seeking to maximize their growth potential and manage their financial risks effectively.

• Mergers and Acquisitions: Expert guidance through the complexities of buy-side and sell-side transactions.
• Capital Raising: Assistance in raising capital through equity, debt, or other financial instruments.
• Financial Restructuring: Strategic support to restructure financial obligations and improve company viability.

Pricing: Engagement fees starting from NOK 20,000 depending on the scope of services required.

Our Commitment to You

At Financila, we are committed to providing transparency, integrity, and personalized service to all our clients. We understand that every financial journey is unique, which is why we take the time to tailor our services to meet your individual needs. With a focus on long-term success, we strive to build lasting relationships based on trust and performance.

Get Started Today

Investing is a journey, and we want to be your partner every step of the way. Whether you’re just starting out or looking to enhance your existing portfolio, our team at Financila is ready to help you achieve your financial dreams. Contact us today to learn more about how our services can be tailored to your specific needs.