Selecting an investment strategy requires consideration of multiple factors including:

  • your time horizon,
  • your risk capacity,
  • your risk tolerance and
  • your investment experience, knowledge and composure.

The following questionnaire is designed to assist your financial advisor to develop an appropriate strategy for your investment. It assumes that you wish to grow your savings and have no specific investment goal in mind. Please contact your financial advisor if you wish to discuss a specific investment goal.

The 20-question questionnaire can be completed online, or hard copy, in around 20 minutes.