Risk Profile Questionnaire
Let's find your starting point for risk
This questionnaire measures your attitude to investment risk — one input we use, alongside your goals, timeframe and financial situation, to shape your strategy. It takes about five minutes. We'll go through the result together.
Based on your answers, you lean toward
How each profile has actually behaved
Growth of $100,000, built from real historical index returns for the assets in each Morningstar model — including the GFC and COVID falls, not just theoretical ranges.
Final step
Confirm the risk profile to record for this client
Currently viewing: — this is what gets recorded unless you change your selection using the carousel above.
This is a starting point for our conversation, not the final word — your capacity for risk, goals and timeframe matter just as much.
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Recorded
This has been sent to Lionheart Financial Advice and will form part of your client file.