Frequently Asked Questions


Why do I have to answer certain questions in order to get a financial plan?

The purpose of our wealth management tools is to help you define your financial objectives and find the optimal way of achieving them, given the information you provide in relation to your income, savings, attitude toward risk and so on. The more we know about you, the better we can assess whether certain investments are suitable to you and increase the likelihood of achieving your financial goals. As you progress through the planner and move from generic to customised investment advice, we will need to ask you additional questions in order to be sure that our advice is tailored to your specific circumstances.