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Investment Decisions - Strategic asset allocation

This is a key risk management area. Key considerations here include:

• The investment weighting across the different asset classes - cash, Australian and international equities, property, fixed interest and bonds
• The client's level of risk tolerance
• The client's investment duration
• Current stage in the business/investment cycle

The purpose here is to match your personal risk profile with your investment mix. This affects the short term volatility of the investment portfolio and the long term return.

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