Investment Risk
Understanding your Investment risk in all conditions is important. You may feel confident and comfortable with your investments in a market that is moving upwards, but how comfortable would you feel if the market took a sharp turn downwards and what are you likely to do?
That is why it is important to review your investments, to determine what defensive (cash + fixed interest) and growth (shares, managed funds, property) mix is right for you.
Your sex, age, financial goals, personal experiences and situation in life will all play a part in the amount of risk you wish to take, when it comes to investments.
Over time, people tend to become more conservative with their investments and once retired, preserving their capital can be a priority.
We complete a risk questionnaire with all of our clients and discuss previous experiences with investing and if you slept at night when investments dropped in value quickl
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