Risk ProfilerAnswering the 9 questions below will identify what your individual risk profile or “Investment DNA” is – Your results will be sent to you. Please enable JavaScript in your browser to complete this form.Name *FirstLastHow long is the period of your investment1 to 2 years2 to 4 years4 to 7 years7 to 10 yearsMore than 10 yearsTypically, superannuation funds are invested for the longest time frame when compared to investment funds.Based on answer 1 above, how would you describe your willingness to accept financial volatility when seeking higher returns?Not at allLowModerateHighVery HighHow comfortable are you with long-term investments (eg shares) that may fall in value from time to time?Not at allI am reasonable comfortableI am very comfortableHow reliant will you be on income from this investment during the investment time period?I will need all my income from this investment as I have no other sources of income such as salary or investment propertyI will need most of my income from this investmentI will need some income from this investmentI may need some income from this investment but I hope to have enough to live on from other sourcesI will not need income from this investment as I will have sufficient income from other sourcesConsidering the proposed term of your investment, which of the following statements best summarises your investment objective?Preservation of capitalConsistent income with security of capitalSteady income and some capital growth associated with limited fluctuation in capital valueA balance of income and capital growth with some fluctuation in capital valueCapital growth is more important than incomeCapital growth only with the associated greater fluctuation in capital valueInvestment markets can go up or down in value. At what point would you feel concerned about your investment?Any fall in valueA fall of 5%A fall of 10%A fall of 20%A fall of more than 20%Assuming you were invested for the longer term and the value of your investments fell by 25% in a short period of time (eg one month), would you:Move your investments to an alternative immediately?Consider moving your investments to an alternative within 3 months?Consider moving half your investments to an alternative within 6 months?Stay invested but have some concern?Stay invested and not be concerned?Is it important to you that the value of your investments grows faster than inflation?No - I would rather protect the value of my investmentSlightly important – but I'm not prepared to take unnecessary risksFairly important – I know that I will need to take some risks to ensure my returns exceed inflationVery important – my priority is for these funds to grow significantly above inflationHow would you describe your understanding of investment markets?I have very little understanding or interestI am not very familiar with investmentsI have enough experience to understand that markets fluctuateI am an experienced investor in some asset classesI am experienced and knowledgeable about all asset classesSubmitBook Your 30 Minute Call Request Appointment OR (03) 9024 6843
