Understanding your tolerance for risk

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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​

The Trustee for DRJB Family Trust ABN 37 914 488 689 trading as Baharian Wealth Management is an Authorised Representative Number 1238682 and Credit Representative Number 483843 of FYG Planners Pty Ltd AFSL/ACL No. 224543 | Privacy Policy

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