Wealth Management - Risk Profile
Your risk tolerance (willingness to take on risk) is an important factor in your financial plan.
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 advisers to have an unbiased view and objectivity.
To request our Risk Profile Questionnaire, please complete the below form.
