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Majority of investments in low risk assets

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You have been employed as a Financial Consultant in a medium sized Financial Advisory firm. The firm specialises in providing consultations on self-managed superannuation funds (SMSF). Your employer provides lucrative rewards to Consultants who manage to achieve set targets. Targets can only be achieved quickly if Consultants recommend high risk investment products to clients. You are keen to build your reputation in the firm and have a number of debts to repay. Recently, a near to retirement couple has approached you and indicated they would like to invest in a SMSF and have a majority of their investments in low risk assets.

Reference no: EM133205542

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