Smart Investor – Sydney Financial Planning – Financial Planners and Advisers

Have you imagined having your own pocket financial adviser? Can you ask a question and send a free instant email to an expert with a click of a button, and get a response without having to pay thousands of dollars? Our Smart Investor tool draws different factors together by helping you understand how you feel about investment risk and helps you in determining the investment style that is most appropriate for you.

It provides guidelines that may help you determine how to allocate the funds you have available for investing among the major asset classes i.e. shares, property, fixed interest, cash and alternatives, e.g. art or private equity.

Please remember that this risk tolerance questionnaire has been designed to help you evaluate your risk profile and that, given the answers to the above questions, your risk profile may be in the indicated sector. If you feel comfortable with the analysis provided, then your financial adviser can use it to devise an appropriate investment portfolio.

App Name:Smart Investor – Sydney Financial Planning – Financial Planners and Advisers

App Version:3.0.1

App Size:787 KB

Cost:FREE