Conservative investors: Two case studies

We analysed the risk maps and possible retirement outcomes for Luka and Angela in Aggressive investors: Two case studies. This time we’re at the other end of the scale, examining conservative investors. Feisty Phyllis Phyllis is a feisty 87 year old widow. Her husband, Frank, passed away four years ago and had always handled their money. Phyllis is terrified of making investment mistakes and seeing her $190,000 nest egg (not in a super fund) reduce more quickly than is absolutely necessary – but nor would she trust an advisor to make decisions on her behalf. She owns her own...

We analysed the risk maps and possible retirement outcomes for Luka and Angela in Aggressive investors: Two case studies. This time we’re at the other end of the scale, examining conservative investors.

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