Your risk profile calculator
Establishing your appetite for potential risk and return is an essential step before you invest any money. Without this information, you might find yourself exposed to more risk. The following questions will help you build a picture of what your risk profile looks like.
Remember, these questions are a guide to help you to determine your risk profile. It is not intended to provide you with financial advice because it does not take into account your personal goals, financial situation or needs.
Disclaimer and Assumptions
The Risk profile calculator is designed to provide you with a general understanding of the different types of investor profiles and the type of investor you might be.
It doesn’t constitute a recommendation or statement of opinion about superannuation, retirement or any financial product and shouldn’t be relied upon to make decisions about your finances or what’s right for you. Investment Risk Profiler cannot replace expert, licensed financial advice.
For a full understanding of your investment style, we recommend that you speak with a qualified financial adviser to identify your investment needs, risk profile and life goals.
How does the scoring work
The score from 1-5 points is based on:
- Investment time horizon
- Risk tolerance