What if my circumstances change?
We understand that life can and does change from time to time. You might face new work circumstances, be welcoming a new family member or just want to shift your goals and priorities.
Whatever the situation, it is important that you let us know about these changes as soon as possible so that your investment plans remain relevant and appropriate.
While we will periodically help you reassess your circumstances, investment objectives and risk tolerance as part of our annual client reviews, you can retake the risk assessment at any time. Simply log into your Six Park dashboard and review your investment strategy.