This risk profile questionnaire has been designed for the Select ‘Ready-made’ portfolios called ‘Selected Portfolios’.
Investments can only be placed through Select if you have received advice from an Authorised Financial Adviser, who will help you decide which portfolios may best suit your needs. Select Wealth Management Limited does not provide a personalised financial adviser service in Select. Should you require financial advice you should speak to your financial adviser, if you do not have a financial adviser, and you would like one to contact you click here.
This questionnaire will help you and your financial adviser determine the most appropriate Selected Portfolio that meets your needs.
Take your time to understand each question and provide realistic and honest answers. This questionnaire is designed as a guide only to help you determine your comfort level and acceptance of varying investment returns and the investment option that most closely corresponds to the risk profile associated with the answers you provide. There are no right or wrong answers.
Please select the most appropriate response for each of the following seven questions with multiple-choice answers.
If you are unsure of any of the questions, be sure to discuss these with your financial adviser.
This tool is designed to assist you to determine which Selected Portfolio may best suit your risk profile. This is not a personalised financial plan and you should use this questionnaire for information purposes only. It does not take into account your investment needs or personal circumstances and so is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to your Authorised Financial Adviser.
Select Wealth Management Limited nor any associated person accept any liability for any loss or damage of any kind arising out of the use of, or reliance on, the information provided in this calculator. Please read our website terms and conditions.
It may be useful to complete a risk profile questionnaire every time your circumstances changes and/or when your financial adviser reviews your portfolio.
For further information, please contact your financial adviser.