Investor profile

Article last updated: 20/05/09

Investment
How many years until you plan to draw on your super?


What percentage of your pre-tax salary are you saving for retirement (excluding compulsory employer SG payments)?


Which of the following best describes your investment experience?
  
 
 
Investment Objectives
Select which of the following is most important to you in your investments


If one of your investments declined by 20% in value in one year, how would you react?
You can accept negative short term returns for higher long term returns
You prefer little or no volatility in your investments for lower returns than more aggressive options
  
 
 
After Employment
In retirement, over how many years do you intend to spend your superannuation savings?


What percentage of your pre-retirement income would you prefer to live on in retirement?
  
 


Disclaimer
This Investor Profile does not necessarily take into account all of your personal needs and circumstances, therefore your profile may vary slightly from that indicated.

Please contact your financial planner for advice regarding the most suitable investment options for you and your superannuation savings.