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Investor Profile Questionnaire
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Investor Profile Questionnaire
PERSONAL INFORMATION
INVESTMENT GOALS
Primary Objective
Capital Preservation
Regular Income
Long-Term Growth
Speculative Gains
Investment Horizon
---Select---
Short Term (0–3 Years)
Medium Term (3–7 Years)
Long Term (7+ Years)
TARGET ROI (%):
RISK TOLERANCE ASSESMENT
How comfortable are you with market fluctuations?
---Select---
Very low (prefer stability)
Moderate (can accept some volatility)
High (comfortable with significant risk)
Reaction to a 20% portfolio decline
---Select---
Sell immediately to avoid further loss
Hold and wait for recovery
Buy more to take advantage of lower prices
PORTFOLIO STRATEGY
Preferred asset classes:
---Select---
Real Estate
Equities
Bonds
Alternatives
Diversification preference:
---Select---
Highly Diversified
Moderately diversified
Focused portfolio
Liquidity needs:
---Select---
High (quick access to funds)
Moderate
Low (can lock in for long term)
I confirm that the information provided above reflects my investment preferences and risk profile.
Submit now
+61 420 520 000
Suite A16, Level 2, 24-32 Lexington Drive,Bella Vista, NSW-2153, Australia.
finazzeconsult@com
connect@allianceestate.com.au