Page 4 - Client Review Report Redacted

Goals, Objectives and Risk Tolerance

During our meeting we will review your current goals and objectives and discuss if there have been any
lifestyle changes that may require a change to your investment strategy.
Your agreed approach to managing investment risk within your portfolio has been determined based on our
previous discussions of your attitude to risk, taking into account your identified goals and objectives. Should
there be changes in your circumstances we will review your attitude towards your agreed risk profile.
Please take some time to consider what is important to you now for our discussion.

Goals we’re helping you to achieve:

As per your Statement of Advice signed 20/08/2020.

Goal Owner
Fund a retirement lifestyle of $31,000 per annum (indexed to CPI) throughout retirement. Redacted

Your agreed Risk Profile

Redacted
Investment strategy aligned to a 30% Growth risk profile
*Projected return per annum 4.78%
+Normal return range 0.10% to 5.50%
Probability of a negative return (over 1 year) 18.30%
Magnitude of loss over 1 year % (3 Std Dev) -9.70%
Minimum suggested investment timeframe 3 years
Investment objective over investment CPI + 0.25%
timeframe