Step 1: Risk Rating
We have a two step process to help you select a benchmark and portfolio structure for your client. The first step is to determine the risk level because each client is unique and risk is personal to the client. In order to help us understand the client’s attitude and help select or create a benchmark we utilise a risk rating questionnaire. To download our risk rating questionnaire please click on the link below. This will provide a score of 1-10.