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Discover Your Investment Style

 Are you, bold, conservative or somewhere in between?
 
Whatever describes you, we understand that your personal style influences how you invest your money.
 
That’s why we start by talking to you and understanding your life and your aspirations. Then we create your portfolio based on our expert knowledge of the markets. A portfolio that builds sustainable wealth. A portfolio that geared towards your wealth objectives.
 

Whatever your investing style, our Wealth Advisors will meet your financial needs…to the letter.



1.    You win $50,000 from a cricket bet. You:
       buy a round of drinks for your friends
       buy lotto
       buy stocks
       put it in a savings account

2.    You go to a casino for the first time, you choose:
       Nothing, gambling is not for you
       Slot machines
       Black Jack
       Roulette

3.    2 weeks before you go on your dream vacation, you lose your job. You:
       go as planned
       cancel your trip
       go on scaled down your trip
       upgrade your trip

4.    You bought shares for $10, two weeks later they jump to $50, you:
       Sell enough to recover your initial investment
       Sell immediately before it falls
       Cross your fingers and hope that it hits $60
       Buy more of the same stock

5.    Your friend asks you to go skydiving with him, your answer is:
       Never. Have you gone mad?
       Absolutely. Is tomorrow a good time?
       Maybe, I’ll have to think about it.
       Ok, but we jump together

6.    My friends describe me as:
       Risk taker
       Risk avoider
       Somewhere in between
       Cautious

7.    What would you choose:
       5% chance of winning $2 million
       25% chance of winning $500,000
       50% of winning $250,000
       $100,000 cash right now

8.    Your friend is starting a new venture. He needs investors.
       If successful, you stand to make a lot of money, if not you will lose it        all. You give him:
       Nothing
       1 month’s salary
       3months salary
       6 months salary

9.    When stock prices go up, you:
       Call your broker asking for advice
       Think that the stock market is too unstable
       Pay it no attention
       Buy some more

10.   Your personal motto would be:
       Get it done!
       Shoot and ask questions later
       Patience is a virtue
       Research, research, research