Plan Your Investment Goals
Our goals-based approach takes account of your personal goals, timeframes to achieve these goals, and the level of risk you wish to take. We then blend all of this information to create your personal strategy and roadmap.
By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We determine your risk profile through a number of methods and display these in a way you can understand.
We can also analyse the risk profile of your existing products to ensure that they meet your current attitude to risk. If they don’t, we can find more appropriate investments for your needs.
Plus, planning for accumulation and drawdown is easy, thanks to our unique True Potential One®, lifestyle planning tool.