Welcome to CommonCents Financial Planning's Investor Profile Questionnaire.
Risk profiling is a process for finding the optimal level of investment risk for you considering the risk required, risk capacity and risk tolerance, where,
- Risk required is the risk associated with the return required to achieve your goals from the financial resources available,
- Risk capacity is the level of financial risk that you can afford to take, and
- Risk tolerance is the level of risk that you are comfortable with.
Where a mismatch between risk required, risk capacity and risk tolerance has been found, our role is to guide you through the trade-off decisions that are required to reach an optimal solution.
There aren’t many questions to answer but please take your time to understand what each question is asking you.
Please fill in your name and email address before answering the questions and if you have any comments please use the space at the bottom of the page or contact the office.