Catapult | ED: NextGen
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Catapult | ED: NextGen
CONFLICTING RISK PROFILES
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Tony Catt - Catapult Wealth
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Season 1
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Episode 27
What happens when they are conflicting risk profiles?
When couples come in and one is classed as Conservative, and the other is Growth, how do you help them agree with an investment strategy?
Tony Catt discusses risk profiles with Catapult Wealth's Senior Paraplanner, Damian Braiotta.
Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.
