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Assessing Risk Required

We expect advisors to use their financial planning software to determine the asset allocation that would be required to achieve the client’s goals.

When the goals are too optimistic compared with the resources available and the timeframes, advisors will need to guide clients through trade-off decisions which will be some combination of easing goals - reducing, delaying and/ or forgoing, and increasing resources - saving more and/or converting personal use assets to investment assets.

The trade-off process will reduce the return required and therefore the risk required.


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