Risk Profile

Your risk profile looks at investment risk and your attitude to it. By asking you more detailed questions we can determine the most appropriate investment strategies to match your investment risk profile. Once all the sections are complete, we will discuss your scores and whether or not you are comfortable with the outcome.

After identifying your Risk Profile below, you might like to consider your Financial Goals.


1. Which of the following best describes your own experience level as an investor?


2. Which of the following best describes your level of knowledge and understanding of financial markets and investing?


3. Thinking about the risk you have taken with your past investment choices, how would you describe the level of risk?


4. In the context of investing, what best describes your attitude to
risk?


5. If asked to make your own investment decisions how would you feel?


6. If you held a sizable investment that regularly went up and down in value, which would you be likely to do?


7. How would you feel if a large percentage of your investment
portfolio was invested in the share market?


8. In order to earn a return above the level of bank interest rates you may need to hold investments that go up and down in value (i.e. have volatility). How important is it to you to protect your investment and minimise the prospect of any fall in the value?


9. If you owned a large amount of shares and the stock market fell quickly by 20%, what do you believe your natural reaction would be?


10. Investments that go up and down in value in the short-term (ie have volatility) are more likely to produce higher returns than investments that remain steady. Are you prepared to experience volatility in your investments in order to increase the chance of higher returns?


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By completing this form you are consenting to being contacted by Entire Financial Solutions. We will contact you to arrange a complimentary no obligation initial appointment to assess your need for advice and if we are able to put you in a better position.



After identifying your Risk Profile below, you might like to consider your Financial Goals.

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