Risk Profile Questionnaire
Your Investor Risk Profile
This quiz takes a few minutes to complete and will help your financial adviser determine your investor risk profile. The questions are designed to understand your attitude to investment risk and measure the risk level you are comfortable with.
Your Investment Strategy
It is very important that your investment strategy is consistent with your risk preferences and your personal circumstances. There are multiple factors that determine your investor profile. Your financial adviser will also discuss these with you.
This questionnaire will assess information about your:
Investment timeframe
Investment goals
Investment experience
Attitude to investment risk
All investments involve a degree of risk. A risk profile helps your adviser select an investment strategy that has the best fit for you. Your portfolio should maximise your ability to achieve your goals, while being consistent with the level of risk that you are willing and able to take.
Charts for Q4
Disclaimer: This risk profile questionnaire has been provided by M̄apua Wealth Ltd (2025). This questionnaire does not constitute investment advice. Use of this content requires expert knowledge and is to be used by specialist investment professionals only. Neither M̄apua Wealth nor its content providers are responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Expected returns are no guarantee of future results.