John’s profile – cautious
John is 67 and has an ARF, which is currently valued at €100,000 He has recently retired and has investments in addition to his ARF which he is using for income. John is concerned about the possibility of short term losses and has a low risk tolerance. He prefers non volatile investments but still wants […]
Mary’s profile – moderate
Mary is 45 and she never took big risk in her life. She is paying €1,000 each month into her personal pension and her current fund is valued at €150,000. She is reluctant to speculate and wants to allocate a portion of her investment to equities while balancing her portfolio with more secure assets. These […]
Dave’s profile – speculative
Dave is 35 is paying €1,000 each month into his executive pension fund. His current fund is valued at €200,000. Dave is happy to take more risks in exchange of potentially higher returns in order to satisfy his investment objectives. He is not concerned about the possibility of short term losses and has a high […]
