Preparing for your financial planning meeting

During our meeting we’ll be looking at whether investing is right for you and, if it is, which types of investment can help you achieve your financial goals. Part of our conversation is to understand your personal views on how much or how little risk you’re comfortable with.

As with all investments your capital is at risk and you may get back less than you invest. Investments should be held for the medium to long term (5+ years), unless there is a fixed term that applies.