Portfolio Review & Investment Assessment

Already investing? Tell us about your existing portfolio, financial position, investment objectives and risk preferences so our advisory team can review your portfolio and prepare a more meaningful investment profile for you.

About You
Step 1 of 4
About You
Financial Profile
Existing Portfolio
Risk Assessment

About You

Basic details so our advisory team can contact you regarding your assessment.

Financial Profile

These figures help us understand your financial capacity. Please provide approximate amounts where exact figures are unavailable.

Your information is used to understand your financial position and prepare your advisory profile.

Existing Portfolio

Tell us about your current investments. You can add multiple holdings.

Add each existing holding separately. Current Value is used for portfolio analysis.

Risk Assessment

Please answer each question based on your own circumstances and preferences.

What is the primary objective of your investment? *
How long do you expect to remain invested? *
How would you describe your investment experience? *
If your investment portfolio temporarily falls by around 20%, what would you most likely do? *
How comfortable are you with temporary investment losses? *
What annual return do you generally expect from your investments? *
How quickly might you need access to your invested money? *
How well can you handle temporary ups and downs in your investments? *

This assessment is an advisory profiling tool and does not guarantee investment returns. Please provide information that is accurate to the best of your knowledge.