How much Risk is right for you?
A key role of the financial adviser is understanding what is an appropriate level of risk for each client. It is important that we develop plans and recommend funds that suit the client.
This entails understanding your personal:
- aptitude to risk - how much risk you can financially afford.
- attitude to risk – how much risk you are comfortable with.
Download the attached Risk Profile Questionnaire and we can let you know your attitude to risk with a personalised Risk Profile Report.