Invest in your dreams. Invest in yourself.
Investments at Peter Conboy Financial Broker.
Tailored to your needs.
The process starts with finding out about you and your investment goals: how long you want to invest for, what is the money required for, have you provided for short / medium / long term financial needs, etc.
Your capacity to withstand risk is then evaluated. The evaluation takes into account your income, expenses, assets and liabilities, and your flexibility. There is also an evaluation of your own risk preference, which can be done in discussion with your Financial Broker or through the use of psychometric tools.
Psychometric tools are short questionnaires which seek to give a more scientific basis for assessing your risk.