A comprehensive financial-profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far beyond risk tolerance.
Our approach supports vulnerable investors, evaluates goal affordability, and accounts for sequencing and drawdown risks.
A psychometric Risk Tolerance questionnaire that’s thoroughly tested for reliability and validity.
A Risk Capacity calculation that’s as dynamic as the investor circumstances it’s designed to deal with.
An investor-friendly Knowledge and Experience assessment that focuses on understanding of concepts, not mere exposure to products.
A scientifically and behaviourally validated means of understanding of what investments are suitable for investors.