Your risk profile
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 than you’d like, or may find it hard to generate the returns you want within your investment timeframe. The following questions will help you build a picture of what your risk profile looks like. Remember, these questions are a guide only and are not intended to act as a replacement for financial advice or an investment plan.
Investor Profile Questionnaire
KiwiSaver Investor Profile Questionnaire
Unit Trust PIE Funds Profile Questionnaire
Disclaimer: This is not an investment or financial plan. It should be treated as a guide only. It is not meant as a replacement for personalised financial advice. If you are in need of financial advice you should speak to an Authorised Financial Adviser. For investments of $500,000 or more, please get in touch with our Private Wealth advice service.