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Our Clients
Our Process
Finance
About Us
Client Portal
Schedule Appointment
Confidential
Risk Profile Questionnaire
Please complete the form below
Name
*
First Name
Last Name
Email
*
1. How long do intend to invest your savings?
*
a. Less than a year
b. Short term (1-2 years)
c. Medium Term (2-5 Years)
d. Medium Long term (5-7 years)
e. Long term (More than 7 years)
2. Will you need to access these funds during the term of the investments?
*
a. Yes
b. No
3. Inflation erodes the value of your savings. Growth investing can counter the eroding effect of inflation but will also expose you to the risk of short-term losses.
*
a. I am comfortable with this trade off to beat inflation
b. I am conscious of the risks inflation presents, but prefer a middle ground
c. Inflation may erode my savings but I have no tolerance for loss.
4. Which of the following risk/return scenarios would you be most comfortable with?
*
a. Low risk/return (maximum return 6% pa, minimum return 3% p.a.)
b. Moderate risk/return (maximum return 8% pa, minimum return -5% p.a.)
c. Above average risk/return (maximum return 12% pa, minimum return -10% p.a.)
d. High risk/return (maximum return 20% pa, minimum return -25% p.a.)
5. What would you do if your investment dropped in value from an initial $1,000 to $850?
*
a. Move the entire investment to cash
b. Move some of the investment to cash
c. Do nothing
d. Buy more investment
6. What is the most aggressive investment you've ever made?
*
a. Shares, technology fund, smaller companies fund
b. Managed funds
c. Investment property
d. Own home
e. Cash management fund
7. If you were investing in a share portfolio, which of the following would suit you best?
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a. A portfolio of potentially high-returning shares whose value could rise or fall dramatically
b. A blue chip portfolio that pays regular dividends
c. A mixture of above two options
d. I am not interested in shares
Are there any other key considerations you wish to raise?
Client Authorisation
*
- The information contained in this RiskProfile will contribute to the basis of any financial advice provided to me by my Financial Adviser.
Yes
No
Thank you!
