Risk Profiling Test

Knowing your emotional tolerance to risk
is the best starting point to planning the
right investment portfolio for your lifestyle.

 

About Quadrant

Quadrant Group aims to successfully manage your wealth, freeing you to pursue the lifestyle you want to live. Our Wealth Partnership proposition is designed to deliver a clear vision for the financial road ahead and allows you to take control of your future.

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The Quadrant Wealth Partnership

Enabling you to enjoy a life well lived in the years ahead

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Analysis

Our starting point is to gain a true understanding of your family, your financial affairs and your emotional tolerance to risk. We want to get to know you and discover your lifestyle goals.

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Structure

Identifying how your needs and aspirations can be built into a personalised strategy. Minimising tax, investing assets more efficiently and structuring to meet life’s unforeseen events.

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Action

Your dedicated Adviser will outline recommendations, prepare all the transactional detail and set a time frame to implement your financial plan. This will include all the regulatory requirements applicable to the transaction details.

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Stewardship

Our care for your investments and financial planning is a long term commitment. Our continued advice process and regular reviews of your lifestyle goals create a productive partnership.

Our mission is to take the worry out of managing your wealth and encourage you to enjoy a life well lived.

Andrew Pereira, Managing Director

Find out more about the Quadrant Wealth Partnership Learn More