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Risk Profile Quiz

Your risk profile will depend on the type of investor you are, your investment time frame and the level of risk you are prepared to take. This Risk Profile Quiz can help you work this out. Remember, it is a guide and may not accurately reflect your particular circumstances.

Please record your preferred answer to each question.

Keeping in mind your primary goals, what is your investment time frame, or how long do you expect this money will remain invested?: *

0 - 3 years

4 - 10 years

Longer than 10 years

Assuming you have an amount of money to invest, how would you invest it?: *

The safety of my money is my primary objective. I would rather have a low rate of return than risk the loss of any part of my capital.

I want my investment capital to remain relatively stable.

I am willing to accept some short-term fluctuations so as to achieve probable higher long-term returns.

In order to receive the maximum return on my investment, I am willing to accept a higher degree of risk.

With regard to tax, what are you prepared to accept in order to meet your goals?: *

Security of capital is my primary concern - tax is a secondary issue to me.

Stable reliable capital value and returns with some tax savings if possible.

If I could achieve tax-effective income, I could accept some additional risk and the possibility of a small reduction in value from time to time.

My primary aim is to minimise tax and I am prepared to accept much higher risk to achieve this.

How concerned are you that the growth in the value of your assets exceeds the rate of inflation?: *

Not concerned - do not see inflation as a problem for me.

Concerned - assets must grow at a minimum, in line with inflation.

Highly concerned - asset growth must exceed the inflation rate so that our real purchasing power is maintained.

Have you ever invested in shares, Government bonds or managed funds?: *

No - but if I had, the fluctuations would make me uncomfortable.

Yes - I have, but I was uncomfortable with the fluctuations despite the potential for highers returns.

No - but if I had, I would be comfortable with the fluctuations in order to receive the potential for higher returns.

Yes - I have and I felt comfortable with the fluctuations in order to receive the potential for higher returns.

In making your choices you may wish to refer to the Product Disclosure Statement or contact us with any questions 1300 13 44 33.

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