Welcome to Risk-Profiling.com - ProQuest's International Portal.  Click to return HOME  In the spotlight In The Spotlight In The Spotlight How to apply risk profiling to gearing advice.  Read More...  
risk-profiling.com Home | What's at this site? | E-Mail Us   
Value Adding Resources Treasure Chest Latest Newsletter Feedback Free ProQuest Trial About ProQuest
 
 

ProQuest's
Core Proposition


ProQuest's core
proposition is a simple
one. The better the
planner understands
 the client's risk
tolerance, the more
able the planner is to
prepare a plan that
best meets the
client's needs.


ProQuest does not
advocate that a client's
risk tolerance should
  be the determining
factor in formulating
  any aspect of a plan.

  Rather, if a recommendation
  involves a level of risk
beyond that which the
  client would normally
  be willing to accept,
we believe that the
client should be aware
of the mismatch and
  either consent to it
or be given other
  alternatives.

Click to Download "Open Letter To FPA Members"

You can read more
about ProQuest's core
propositions on Risk
Profiling in our 'Open
Letter to FPA Members
',
published in the October
2000 edition of Financial
Planning Magazine or
in the 'About ProQuest'
section of this site.


.

 

 Trial ProQuest Free for 30 Days trial
We invite you to see for yourself why ProQuest Risk Profiling is being adopted enthusiastically by advisers seeking a 'best practice' standard. There are trialing options for both Australian and International advisers.

You have two options for trailing the ProQuest system - via MercAdviser or directly with ProQuest. Both entitle you to unlimited use of the ProQuest system for 30 days.

The ProQuest trial is available free through MercAdviser - the only requirement being that you register (also free) at the MercAdviser website, www.mercadviser.com.au, if you are not already a member. As a member, you just logon and follow the link 'Risk Profiling' under the 'Tools and Tips' menu at the left of the main page. From there you'll be presented with your trial sign-up process. Follow the 'Introductory Offer' link at the top of the page.

As a MercAdviser member, if you are one of the first 200 who choose to continue using ProQuest after the completion of the trial period you will be eligible for a special fees package at less than half our standard rates. The details are explained under 'Introductory Offer' at MercAdviser.

If you do not wish to use MercAdviser, you may still trial the system directly with us.  However, this option requires a $275 up-front fee (which is refundable at the end of the trial if you decide not to proceed with ProQuest.) If you do decide to proceed, the fee entitles you to 25 pre-paid uses of the ProQuest system and free training. To trial  directly with us, please email support@proquest.com.au

With either option, you'll be sent an e-mail on registration with our 'QuickStart Guide'  to have you using the ProQuest system quickly and easily.


We welcome enquiries from international advisers wanting to trial the
ProQuest system

For details please email support@proquest.com.au with your name,
organisation and contact details.

Stay up-to-date with what's happening at ProQuest and with risk profiling
and behavioural finance in general by subscribing to our newsletter.

 

ProQuest @ Upcoming Conferences Subscribe to
Our Newsletter

 Name

 E-Mail



 

 

Back to Top

 

risk-profiling.com Home | What's at this site? | E-Mail Us   
Value Adding Resources Treasure Chest Latest Newsletter Feedback Free ProQuest Trial About ProQuest
Welcome to Risk-Profiling.com, ProQuest's International Portal - click to return HOME  

 

[Tracked by Hitmatic]