INVESTING REQUIRES A BALANCE BETWEEN RISK AND RETURN
Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision.
ASSESS YOUR RISK PROFILE
Your risk profile takes into account your overall appetite for risk, your financial position, your goals and your investment timeframe.
By assessing this regularly, we recommend annually or as your situation changes, you can ensure that you don’t expose yourself to too much risk, or alternatively take a too conservative approach and possibly not attain the returns you would like, based on your investment timeframe.
Cash, fixed income, property and shares (also referred to as equities or stocks) are the four main asset classes in the investment world. Each of these asset classes has different risk and return characteristics - cash is often viewed as the lowest risk, while shares are deemed higher risk.
WANT TO LEARN MORE?
We run a range of Workshops throughout New Zealand where you can discover the basics of investing or learn to grow your wealth.
Hosted by our qualified female investment advisers all around New Zealand, you are in good hands. Our advisers are all passionate about helping more women into investing.