Prudent Risk Profile
Our risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of our clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations.
Our focus is on the psychological factors relevant to financial decision-making in terms that are meaningful to individuals and Your Principal Financial Planner.
There is often a gap between the level of risk which you would normally choose to take, your risk tolerance, and the risk associated with the return required to achieve your goals, their risk required
We provide a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment into the financial planning process.
Specifically, we provide an 'apples-to-apples' comparison between risk tolerance and investment risk, enabling us to help our client make properly informed risk/return trade-off decisions, because the elements are separate, understandable and comparable.
Importantly, if in order to achieve your goals, you decide to take more risk than you would normally choose, our methodology makes this decision clear and explicit.
By using the FinaMetrica Risk Profiling system, you obtain an accurate assessment of your risk tolerance in terms that are meaningful to you and your advisers. Your Risk Profile report will guide you and your advisers in your financial decision making. In particular, the report provides the basis for your instructions to your advisers on the level of risk you would prefer.
In the questionnaire, you are asked about your attitudes, values and experiences. Your answers are scored against the system's database and used to produce a detailed report. The questionnaire takes about 15 minutes to complete.
Developed and maintained in conjunction with the School of Psychology at the University of New South Wales, the system exceeds international standards for tests of this kind.
This Advance level Risk Assessment will cost you just Rs999 only. Download a Sample Report
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