How would you describe the relationship with the individual who manages your money?
What does your investment/financial plan include?
What is your tolerance for loss in an investment?
How clear is your understanding of how much money you’ll need for your future lifestyle?
Do you understand the role social security will play in your future financial plan?
Have you determined the way you’ll use your pension once it’s available to you?
When it comes to risk, how familiar are you with the different kinds of risk you should be aware of? (e.g. market, sector, and individual)
How aware are you of tax incentives specific to your income-earning situation?
How is your financial advisor compensated?
How confident are you in your retirement plan?
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