For advisers seeking a robust and insightful way to measure their clients' tolerance for investment risk, Finametrica has come to represent the benchmark in effective systems, and all clients of Chesterton House will be familiar with the questionnaire and reports which are so useful in creating their financial plans.
Based in Australia, Paul is a leading thinker in the financial services world. As joint founder of Finametrica, which is also widely used in the UK and USA, he has a worldwide perspective on adviser practices and investor attitudes.
Andy chatted to Paul at the IFP Conference about how investor's risk tolerance has changed following the global economic turmoil, and the differences between UK and Australian markets. Listen here to this wide-ranging and thought-provoking interview.