Complete Your Risk Profile Questionnaire.
This step helps us better understand your perception and understanding of "Investment Risk"..
We are pleased to offer FinaMetrica risk tolerance tests to our "Planned Investor" clients. Advisers rely on FinaMetrica’s award-winning risk profiling process to help clients stay invested and achieve their financial goals by delivering suitable investment advice. Launched in 1998 and proven through market cycles, FinaMetrica is used by thousands of leading advisers around the globe to scientifically assess their clients’ risk tolerance, incorporate those assessments into the financial planning process and frame expectations more realistically. Over 900,000 FinaMetrica risk profiles have been completed to date.
The 12-question test takes under 10 minutes to complete. You will then immediately be able to see your personal risk profile report, which is intended to help you be better informed and choose investments that suit your risk appetite.
If you have a partner with whom you make financial decisions, you might wish to ask them to do their own assessment and then compare your individual reports. Most investors have unique ways of dealing with financial matters and the comparison will give you the opportunity to discover and talk about any differences in your investment risk preferences.
Once you have completed the questionnaire, you will have access to and also be able to download the "Risk Profile Report". You may find the analysis and comments quite interesting. We urge you to read through the Report to assist you in better understanding your own Personal Financial Risk Profile as we will refer to it in our Investment Proposal document to you.
Please submit your details below to access your Risk Tolerance assessment.
IMPORTANT - DON'T FORGET TO COMPLETE AND SUBMIT YOUR "CLIENT INFORMATION" DOCUMENT.
Once you have completed the Risk Tolerance Questionnaire, please ensure that you complete the "Client Information" document and send this to us so we can get going on your Planning.
You can Email the "Client Information" document to us on: dave@simplyinvesting.co.za
OR
Fax the document to us on: 0866160129.
It will take us approximately 2-4 working days to do the required analysis and to prepare your Investment proposal for you. If we have any questions in the interim, we will make contact with you either via telephone or Email.
We look forward to getting your Risk Tolerance Questionnaire feedback and being able to present you with your Investment Proposal.