Risk Analysis
Critical to your success is the Risk Analysis.
Everyone has a different attitude and tolerance for risk based on many factors.
Its goal is to assess the suitability and appropriateness of investments for the client and to match them as closely to these.
Risk Analysis
There are three areas
Risk analysis is centred around three main areas:
1. Attitude to risk
This measures the client’s perception of the concept of risk and how it may apply to their personal and financial lives.
2. Tolerance for risk
This seeks to explore how much volatility a client is willing to absorb and experience over the lifetime of an investment based on past experience and future expectations. This will vary over time.
3. Capacity for risk
This quantifies the clients’ ability to absorb a loss or their rate of change in financial circumstance if a large gain or loss was the outcome of an investment.
Risk Analysis
Key considerations
Some key benefits of Savings and Investments are:
Potential for your money to outperform bank deposit rates.
Wide range of investment options and asset classes.
Protect your money against losing purchasing power through inflation.
Risk Analysis
Savings and Investments may suit you if:
You are willing to hold your investment for a minimum of 7 years.
You have a sufficient accessible emergency fund ringfenced and placed on bank deposit.
You are comfortable in taking some risk in pursuit of returns.
We offer a comprehensive suite of options to cater to various aspects of a client’s needs.
