Welcome to FinaMetrica!

The FinaMetrica Risk Profiling system is a scientifically validated tool for assessing your clients' personal financial risk tolerance.

The 25-question, web-based risk questionnaire can be completed on-line or in hard copy, in around 15 minutes. The risk profile report provides an information rich, qualitative and quantitative, assessment of financial risk tolerance. Both questionnaire and report are in plain English.

Clients react positively to the FinaMetrica experience, reporting that it improves their understanding of financial risk and themselves in relation to financial risk. They appreciate that their adviser out-sources this critical task to an independent, expert third-party.

Advisers report a range of benefits. FinaMetrica provides a point-of-difference in marketing and in-depth insights that build client relationships, particularly with couples. Quality of advice is improved through making risk tolerance explicit and understandable which leads to greater client commitment and happier clients. Referrals are stronger. Enhanced regulatory and Common Law compliance improves business-risk management.

FinaMetrica is being used by leading advisers not only in Australia but around the world, including the US and the UK.To date more than 230,000 FinaMetrica Risk Profiles have been completed.

For a complete list of benefits for advisers and others see FinaMetrica's Benefits for ..

Read more about what a scientific risk profiler actually does ..

What Next?

	View Sample Questionnaire and Report View a sample questionnaire and report and read the FinaMetrica commentary.		Do Your Own Risk Profile Do the FinaMetrica risk tolerance questionnaire and see your risk profile report immediately.
	Presentation View a 15-minute presentation introducing the FinaMetrica system by co-founder, Geoff Davey. Download (2.2MB WebEx format N.B. WebEx player software required to view presentation. Free download here.) Download (42.8 MB Windows Media Video)		QuickStart Guide The QuickStart Guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process. Download (240K PDF)
	30-day Trial Subscription Try a trial subscription to give the FinaMetrica system an extended ‘road test’.		Annual Subscription Options When you are ready to subscribe, check out your options.
	Educators/Researchers FinaMetrica supports the advancement of financial planning by allowing educators and researchers free use of the FinaMetrica system.		Students Students wanting to complete your own profile, please visit our Student page for more details.