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Risk Profile Questionnaire

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1. Full Name

Full Name *

2. Investment Objective

What is your primary investment goal?

What is your primary investment goal? *

A) Preserve my capital with little to no growth. (Score 1)
B) Some growth potential with moderate capital preservation. (Score 4)
C) Balanced growth and preservation of capital. (Score 6)
D) Primarily focused on growth, even with some risk. (Score 8)
E) Maximize growth potential with high tolerance for risk. (Score 10)

3. Investment Horizon

How long do you intend to hold your investments before accessing them?

How long do you intend to hold your investments before accessing them? *

A) Less than 2 years. (Score 1)
B) 2-5 years. (Score 4)
C) 5-10 years. (Score 6)
D) 10-15 years. (Score 8)
E) More than 15 years. (Score 10)

4. Comfort with Market Volatility

How do you react to fluctuations in the value of your investments?

How do you react to fluctuations in the value of your investments? *

A) I feel very uncomfortable and prefer little to no fluctuation. (Score 1)
B) I feel uneasy but can tolerate minimal fluctuation. (Score 4)
C) I can accept moderate fluctuations. (Score 6)
D) I can tolerate significant fluctuations for potential growth. (Score 8)
E) I am very comfortable with high volatility for growth potential. (Score 10)

5. Tolerance for Loss in the Short Term

With the understanding investments fluctuate in value, how far could your investments over the short term before you felt uncomfortable?

With the understanding investments fluctuate in value, how far could your investments over the short term before you felt uncomfortable? *

A) I would be uncomfortable with any fall in the value of my investments. (Score 1)
B) Up to a 10% fall in value. (Score 4)
C) Up to a 20% fall in value. (Score 6)
D) Up to a 30% fall in value. (Score 8)
E) A fall in value of more than 50%. (Score 10)

What conditions? situation?

6. Expected Returns

What level of return are you hoping for from your investments?

What level of return are you hoping for from your investments? *

A) Low returns to protect my capital. (Score 1)
B) Modest returns with some protection of my capital. (Score 4)
C) Balanced returns, accepting moderate risk. (Score 6)
D) Higher returns, accepting some potential loss. (Score 8)
E) Maximum returns, accepting a high level of risk. (Score 10)

7. Reaction to a Market Downturn

How would you respond if your investment portfolio lost 15% in a few months due to market conditions?

How would you respond if your investment portfolio lost 15% in a few months due to market conditions? *

A) Sell all investments to avoid further loss. (Score 1)
B) Sell some investments to reduce risk. (Score 4)
C) Do nothing and wait for the market to recover. (Score 6)
D) Consider investing more while prices are low. (Score 8)
E) Confidently invest more to maximize potential gains. (Score 10)

8. Income vs. Growth Preference

What is your preference between income (dividends, interest) and growth (capital appreciation)?

What is your preference between income (dividends, interest) and growth (capital appreciation)? *

A) I prefer a steady income with little growth. (Score 1)
B) Mainly income with some growth potential. (Score 4)
C) Balanced between income and growth. (Score 6)
D) Mostly growth with some income. (Score 8)
E) Primarily focused on growth, with minimal concern for income. (Score 10)

9. Financial Stability

How stable is your overall financial situation?

How stable is your overall financial situation? *

A) I need to prioritise savings for emergencies and short-term needs. (Score 1)
B) I have some savings but might need additional funds for unexpected expenses. (Score 4)
C) My financial situation is stable, and I can take moderate risks. (Score 6)
D) I have a strong financial base and can handle fluctuations in my investments. (Score 8)
E) I am financially secure and willing to accept high risk for high potential returns. (Score 10)

10. Investment Knowledge

How would you rate your knowledge of investments and financial markets?

How would you rate your knowledge of investments and financial markets? *

A) Very limited understanding of investments. (Score 1)
B) Basic understanding with some exposure to investing. (Score 4)
C) Moderate understanding and experience in investing. (Score 6)
D) Good knowledge and comfortable with various types of investments. (Score 8)
E) Extensive knowledge and confident in high-risk investments. (Score 10)

11. Past Investment Experiences

What has been your experience with previous investments?

What has been your experience with previous investments? *

A) I have little to no experience and prefer low-risk investments. (Score 1)
B) I have some experience but tend to avoid high-risk options. (Score 4)
C) I have had mixed results and am open to moderate risks. (Score 6)
D) I am comfortable with risk and have had positive experiences with growth investments. (Score 8)
E) I actively seek high-risk investments and understand their potential rewards and losses. (Score 10)

12. Assessing Your Risk Comfort Level

On a scale of 1 to 10, where 1 represents a very cautious approach and 10 represents a very high willingness to take risks, how would you rate yourself in terms of your comfort level with taking risks?

Assessing Your Risk Comfort Level

Selected Value: 0

Client Declaration

I / We acknowledge that I have answered the questions in The Risk Profiler to the best of my knowledge and should a risk adjustment be required I understand that my Adviser will discuss this with me.

13. Date Completed

Client Declaration Date

We look forward to working with you to achieve your goals.

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Jigsaw Financial Planning NSW Pty Ltd ABN: 79 660 290 693 is a Corporate Authorised Representative (No 1297621) JFP Adviser Services Pty Limited ABN 51 667 926 481 Australian Financial Services Licensee No.549631

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.

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