Catapult | ED: NextGen
Catapult | ED: NextGen
NEW HOST Christina Tran - Catapult Wealth
CONFLICTING RISK PROFILES
27 minutes Posted Mar 24, 2022 at 11:30 pm.
0:00
27:16
Download MP3
Show notes
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 le...