close
MENU
Hot Topic Hawke’s Bay
Hot Topic Hawke’s Bay
On the Money
5 mins to read

Would the real risk profile please stand up?

ANALYSIS: When financial advisers match clients to appropriate asset allocation via risk profiling, reality affected by several complicating variables.

One of the most important steps in the process of giving financial advice, according to the theory anyway, involves determining the risk profile of the client. This means finding out how much risk the client can handle, having regard to their sensitivity to volatility, age, objectives, income

Want to read more? It's easy.

Choose your best value subscription option

Student

Exclusive offer for uni students studying at a New Zealand university (valued at $499).
Individual
Group membership
NBR Marketplace

Yearly Premium Online Subscription

NZ$499.00 / yearly

Monthly Premium Online Subscription

NZ$44.95 / monthly

Smartphone Only Subscription

NZ$24.95 / monthly

Premium Group Membership 10 Users

NZ$350+GST / monthly

$35 per user - Pay by monthly credit card debit

Premium Group Membership 20 Users

NZ$600+GST / monthly

$30 per user - Pay by monthly credit card debit

Premium Group Membership 50 Users

NZ$1250+GST / monthly

$25 per user - Pay by monthly credit card debit

Premium Group Membership 100 Users

NZ$1875+GST / monthly

$18.75 per user - Pay by monthly credit card debit

Yearly Premium Online Subscription + NBR Marketplace

NZ$499.00 / yearly

Already have an account? Login
Brent Sheather Sun, 06 Aug 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
Would the real risk profile please stand up?
On the Money,
100199
true