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CONSULTATION

Less than 25% 25-50% 50-75% More than 75%

Under 30 30-45 46-60 Over 60

None Limited Moderate Extensive

Less than USD 1 million USD 1 million - USD 10 million USD 10 million - USD 50 million USD 50 million - USD 500 million

Capital Preservation Income Generation Capital Growth

Less than 3 years 3-5 years More than 5 years

Sell all investments Sell some investments Do nothing Buy more investments

Salary Business Income Investment Income

Conservative (low risk, lower returns) Balanced (moderate risk, moderate returns) Aggressive (high risk, higher returns)

Equities Bonds Real Estate Cash Family Business Other Investments