We will undertake a fact find with you to gather information regarding your financial situation, and define and agree the personal and financial goals that you wish to address through this planning process.

We will ascertain with you the level of risk that you wish to accept in pursuance of your goals, in order to establish a risk profile that will be used to determine the level and type of investments that we will propose, in allocation of these investments to build an asset or investment portfolio which will be specific to your requirements.

To establish the risk profile we will employ risk profiling tools to provide an objective assessment of your view towards, and acceptance of this risk. Moreover this process will involve your active participation, which we strongly believe will also increase your level of confidence in the overall financial planning process.

We believe that establishment of the right risk profile is critical in order to determine the types of asset to be invested, and how these assets will be allocated in the make up of your planned investment portfolio.