Corporate Authorised Representative of myAFS Pty Ltd AFSL 480599

Five Stage Advisory Process

Stage 2: Core Asset Allocation

At its most basic element, a core asset allocation is the framework for allocating your investments in order to reach your financial goal with a minimum of risk. In this stage we aim to gain an understanding of your risk tolerance and investment experience and develop an ideal investment profile to enable you to reach your financial goals. This is also a strategy based stage where no investment decisions are made.

The problem with a core asset allocation is that it is not dynamic or responsive to real world conditions. We refer to it as your "perfect world" asset allocation. At JAS wealth we have developed a more dynamic process known as tactical asset allocation.

Watch wealth management in five stages here