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.
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 additional information, or would like to discuss your result, please contact [email protected] or call on 0800 662 346.
If you would like to email us with your enquiry, please click here.
At the current Alert Level 2 level in the Auckland region our Auckland office is open for pre-arranged meetings with Level 2 restrictions. Please contact us directly on 0800 662 345 if you would like to meet and to know the applicable physical distancing arrangements.
Christchurch and Wanaka offices are open and operating normally under Level 1 guidelines.
Alternatively, we remain available to you through phone or email and our App and Portal remain available to you at all times.