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Your Report
During this activity you identified your problem, high level goal and the specific behaviour you are trying to change. You can see these below.
Problem:
Independent investors find it difficult to understand the impact of portfolio adjustments, and thus are unable to make long-term and rational investment decisions.
High Level Goal:
Help independent investors gain more confidence and be more effective in their long-term investment planning, and understand the impact of different investment scenarios on their financial goals.
Behaviour to change:
Encouraging independent investors to regularly use scenario modeling tools to assess portfolio adjustments and make more robust long-term decisions based on the insights provided by these tools.
Below are each of the barrier cards you selected as part of this activity.
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