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FinaMetrica

Resource ID : 25
61 2 8668 9270
Suite 703, Level 7, 31 Market Street
Sydney
NSW , 2000

Contact Us

http://www.riskprofiling.com/home

Category : Compliance

Scientifically validated tool for assessing financial risk tolerance

Engaged clients remain with their planners longer and generally offer more qualified referrals.

An easy and effective method of engaging clients and building trust is by a thorough understanding of their unique financial risk tolerances.

FinaMetrica's comprehensive financial risk tolerance test gives reliable in-depth insight into your clients' financial attitudes, values, motivations, preferences and experiences. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.

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