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Risk Profile

This investment risk questionnaire has been thoughtfully designed to help you understand the different types of risks involved in investing and how they relate to your personal financial situation. Every investor is unique, and the way you feel about market movements, potential losses, and long-term growth plays an important role in shaping an effective investment strategy. By going through these questions, you will gain better clarity about your own comfort level with risk and how much uncertainty you are willing to accept in pursuit of financial growth.

The questionnaire explores several aspects of your financial and emotional approach to investing. It looks at factors such as your investment goals, time horizon, financial responsibilities, past experience with investments, and how you typically react during market ups and downs. Together, these insights help define your overall risk profile—whether you prefer stable, low-risk options or are open to higher-risk investments that may offer greater long-term rewards.

Your answers will also help determine the level of security you expect from your investments. Some individuals prioritise protecting their capital, while others aim for aggressive growth. Understanding these preferences allows your financial adviser to recommend options that truly align with your expectations and lifestyle needs.

It is important to answer each question honestly and thoughtfully. This is not a test, and there are no right or wrong responses. Instead, the questionnaire acts as a guiding tool to ensure your investments match your comfort level and long-term objectives. A well-defined risk profile protects you from making emotional decisions during market volatility and ensures that your investment plan remains practical and sustainable.

Once completed, your financial adviser will use your responses to develop a customised investment strategy tailored specifically to your goals—whether they include wealth creation, retirement planning, education funding, or financial security. This personalised approach helps ensure your portfolio remains balanced, diversified, and suitable for your individual circumstances.

Taking a few minutes to complete this questionnaire will provide clarity, direction, and confidence as you move forward in your investment journey. It is an essential first step toward building a strategy that supports both your financial aspirations and your lifestyle priorities.