Informed Decisions Financial Planning & Money Podcast

Podcast 108: When Investing 'Risk Questionnaires' Are Dangerous

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If you have ever invested money in a fund or collective fund with a 3rd party, either through a pension or through an investment structure (product or platform) you will most likely have already completed a 'Risk Questionnaire' or 'Risk Survey'. It may have formed part of the bigger conversation about your investment goals, or it may have been the sole basis on which you made your investment decision. If it was the latter than there may be cause for some concern. Welcome to Ireland's only dedicated and straight-talking Personal Finance Blog & Podcast, and thanks for reading! If you want to gain some insights about money, hear from some super guests and to help yourself to make financial decisions which benefit you, then you are in the right place! We are always keen to hear from readers so please do send me a mail with any ideas, suggestions or feedback, you can mail me here. The Conflict: If an individual seeks financial guidance they generally do so in good faith that the person they seek it from will h