Risk profile

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 bear.

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.

Scientifically validated techniques are used to assess your responses and determine your financial risk tolerance, which we then incorporate into our investment planning process.

An independent firm provides these services as this allows for an unbiased view and objectivity.

To determine your risk profile, complete your Risk Profile Questionnaire here.

Our Business Support Team will provide a User Name and Password to access the Risk Profile Questionnaire.