Risk Profile Questionnaire

This questionnaire helps determine an appropriate investment risk profile based on your time horizon, experience and comfort with ups and downs in investment values. Your answers are one part of the overall advice process.

This is a general guidance tool and does not constitute personal financial advice. A licensed financial adviser will consider these responses alongside your full circumstances before making any recommendations.
Questions
Question 1
How long do you intend to invest these funds?
Question 2
Will you need to access these funds during the investment period?
Question 3
Which statement best describes your attitude toward inflation versus investment risk?
Question 4
Which risk/return profile best suits you?
Question 5
If a $1,000 investment dropped in value to $850 in a short period, what would you be most likely to do?
Question 6
What is the most aggressive type of investment you have held?
Question 7
If you were investing in shares, which option best suits you?
Responses are not stored on this website.

Adviser notes

Client declaration

I confirm that the answers I have provided in this risk profile questionnaire are true and reflect my current investment preferences.

Format: DD/MM/YYYY (e.g. 05/12/2025)
Format: DD/MM/YYYY (e.g. 05/12/2025)