Personal Investment Profile
This form is for existing clients who wish to update their investment profile.
Firstly, assessing your investment profile is not scientific; it will not mean that you have an investment portfolio that will never give you cause for concern, at some time. Market corrections are an inevitable part of investing. When they occur (and they will), your portfolio will fall in value. Although this will only ever be temporary, it will still test your temperament.
Secondly, your investment profile is only ever the starting point of a conversation with you about your investments. We can only truly know the return your money needs to earn (and hence the investment portfolio that is appropriate for you) when we have produced your personal Financial Master Plan. We will then construct a portfolio that is aligned with your long-term financial goals.
When answering the questionnaire below, please remember:
- there are no 'right' or 'wrong' answers to any of these questions.
- you are likely to be investing for decades. What happens in the short-term is utterly irrelevant to your long-term aspirations.
- your Financial Master Plan will factor in you having enough cash to hand to fund short-term living costs.
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