WHAT IS RISK PROFILING?
It can be daunting getting started with planning your finances. Our responsibility is to guide you through this process and help you understand your finances. We operate a simple but robust process to ensure that we create a plan that is tailored and personalised to help you meet your financial goals. One of the first steps is to take our clients through a comprehensive psychometric risk profile to establish their goals, risk tolerance and risk capacity in order determine the optimal level of investment risk. This will ensure that any investment recommendations are suitable and expectations are met and managed on an ongoing basis.
Find out your investment risk profile by completing our psychometric risk profile here, without obligation.
* There would be two set of questions. To obtain your risk profile you have to complete both set.