An important decision for any client is how much risk you are willing to take on to achieve the return you require? Unfortunately, in most cases the return required often exceeds the level of risk you are willing to bare.
To assist our understanding of your tolerance for risk, you will be asked to complete a Risk Profile Questionnaire. This is a multi-dimensional tool that combines demographic, socio-economic, financial knowledge, attitudes towards risk, past experiences and other factors into a single questionnaire.
The questionnaire uses scientifically validated techniques to assess your responses and determines your financial risk tolerance, which we then incorporate into your investment planning process.
An independent and trusted firm provides the Risk Profile Questionnaire and allows our financial adviser to have an unbiased view and objectivity.
To know your risk profile, contact our Business Support Team and request for an access to the Risk Profile Questionnaire or just fill up the form below.