Step 1 of 9 - Disclaimer 11% Which of the following best describes your investment experience?*I have no investment experienceMainly bank accounts – cash, term deposits and/or debenturesCash and some shares (EG Telstra, Qantas) and/or investment propertyA mix of cash, bonds, various shares, share funds and investment propertyAustralian and international shares and/or share funds, property, venture capital and derivatives Which of the following is important to you when considering investments?Please rate all 5 considerations below...To avoid any losses*Please rate your answer by its importance to you A = Not Important --> E = Very ImportantABCDETo avoid short-term losses*Please rate your answer by its importance to you A = Not Important --> E = Very ImportantABCDEReceive regular income from investments*Please rate your answer by its importance to you A = Not Important --> E = Very ImportantABCDELong-term growth in the value of investments*Please rate your answer by its importance to you A = Not Important --> E = Very ImportantABCDEProtect against inflation*Please rate your answer by its importance to you A = Not Important --> E = Very ImportantABCDE What percentage of your money would you be prepared to invest in higher-risk investments?*(ie. investments which may fluctuate in value, even incurring short to medium term losses, but may return higher gains over the longer term.)0%10%30%50%75% How long before you would expect to require access to part or all of your investments?*Less than 1 yearLess than 3 yearsBetween 3 and 5 yearsBetween 5 and 7 yearsGreater than 7 years In what form would you prefer your investment returns?*Income from interest regardless of tax implicationsInterest and some income from shares to improve return and reduce taxInterest, income from shares and some capital growthIncome from shares and capital growthMostly capital growth Assume that you inherit a reasonable share portfolio valued at $100,000 and you do not need the money for any other purpose. Would you:*Sell the entire portfolio immediately to avoid any loss in value?Sell 75% and place the money in more conservative investments?Sell 50% and place the money in more conservative investments?Sell 25% and place the money in more conservative investments?Keep the entire share portfolio but move to more conservative, dividend paying shares? Are you prepared to accept the possibility of a negative return at any time in exchange for potentially higher long term returns?*The more often you experience a negative return, the greater the investment volatility.I am not prepared to accept any negative returnsYes. One negative year in every 10 yearsYes. One negative year in every 7 yearsYes. One negative year in every 5 yearsYes. One negative year in every 3 years Assume your long-term investments dropped in value by say 10% or more in one year, how would you react?*You cannot accept any decline in the value of these investmentsYou consider selling and reinvesting elsewhereYou adopt a ‘wait and see’ approachYou expect that your investment will recover in value at some time in the next 1 to 2 yearsYou consider purchasing more Your Results Are In...Thank you for taking the time to answer those questions. Based on your answers we've got a pretty good idea of how you view the risks associated with investing. Based on this assessment, we can now allocate your funds into the various asset categories and their associated risks to match with your overall risk profile.We'll give you our recommended asset allocation mix, but you will have the option to modify them within given limits. By the way, what's your name?First Name* First This iframe contains the logic required to handle Ajax powered Gravity Forms.