Risk Tolerance

This questionnaire has been designed to help members understand what type of investor they are.

 
Instructions: Please answer all 6 questions below by choosing the most appropriate description for each of them. Then click the “Submit” button to get the grand total, with which you can look up the conclusion in the section Results of the Risk Tolerance Questionnaire.

 

1. How old are you?


 
2. How long before you retire?


 
3. Which of the following best describes your investment approach?


 
4. Do you expect your income to increase over the next 5 years?


 
5. What level of additional personal savings (shares, investment funds, and property) do you expect to have on retirement?


 
6. How would you best describe your annual financial commitments (excluding day to day living costs, but including items such as school fees, housing loans etc.) in the first 5 years of retirement?