Understanding your tolerance for risk

Scroll Down

Understanding your risk profile

The first step in assessing which portfolio is right for you, is to undertake our risk profiling assessment. This test however (or any 'test' for that matter), cannot and will not replace the discussions we have together, rather, it helps as an input to our comprehensive risk assessment which takes into account not only your appetite for risk, but also your capacity for risk. It should take you around 10 minutes to complete.

 

A Different Conversation

Our Process​

DRJB Pty Ltd (ACN 609 294 680) ATF DRJB Family Trust (ABN 37 914 488 689) trading as Baharian Wealth Management (AFSL 526798). Any information published on this website is of a general nature and does not consider your particular circumstances. You should seek advice from Baharian Wealth Management who can consider if the general advice is right for you. Any reference to performance through our blog is based on historical performance which is often not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions.

Privacy Policy

  • Black YouTube Icon
  • Black LinkedIn Icon
  • Black Twitter Icon
  • Black Instagram Icon
  • Black Facebook Icon