Risk Profile
RISK PROFILE EXERCISE
Understanding Your Investment Style
Before our next meeting, I’d like you to spend around 15–20 minutes completing your Risk Tolerance Questionnaire.
I’ve recorded a short video to explain how to approach the questionnaire, what the different investment profiles mean, and how we’ll use the results when designing your investment strategy.
Watch The Short Video
Risk Tolerance Questionnaire
Complete the questionnaire by answering each question based on what feels right to you. Try not to overthink it—there are no right or wrong answers.
Once you’ve finished, total your score using the scoring guide.
Investment Profiles Guide
This guide explains the different investment profiles, including their expected long-term returns, suggested investment timeframes and asset allocations.
Before Your Next Meeting
Once you’ve completed the questionnaire, please upload it to the drive link below before our meeting so we can review it beforehand.
Don’t worry if you’re unsure about the result or feel you sit between two profiles—that’s very common. We’ll talk through the results together and make sure your investment strategy reflects your goals, timeframe and comfort with investment risk.