Step 4 of 5

Your Private Investor Assessment Has Been Received

Your investor profile has been securely submitted for review. The BARON advisory team will evaluate your investment objectives, preferred asset category, capital range and consultation requirements.

Your Private Consultation Is the Next Step

BARON will review your responses and prioritise your profile according to your objectives, investment readiness and preferred communication route.

01

Assessment Review

Your investor profile, investment goals and capital range are reviewed by the BARON advisory team.

02

Advisor Prioritisation

Your profile is routed according to readiness, advisory preference and consultation priority.

03

Private Discussion

A BARON advisor connects with you through the communication route selected in your assessment.

Your assessment has been successfully recorded. You may now return to the BARON website or continue to Step 5 and request your private consultation.