Concerns/Needs
Rows
Most Important
Very Important
Important
Somewhat Important
Least Important
Planning for income protection & debts settlement in the event of death and disability
Planning for children's education
Regular savings/investment
Planning for medical & health care cost
Planning for retirement
Assessment
My Age is
*
18 to 30
31 to 40
41 to 50
51 to 60
61 and above
Investment Experience
*
Over 10 years
Between 7 and 10 years
Between 3 and 6 years
Less than 3 years
No experience
Investment Duration
*
Over 10 years
Between 6 and 10 years
Between 4 and 5 years
Between 1 and 3 years
Less than 1 year
Investment Objective
*
Maximise capital growth soon
Gradual long term capital growth
Stable, balanced income and capital growth
Earn a return which is slightly above bank deposit
Capital preservation with a return like bank deposit
Risk Tolerance
*
Invest more money in the market
Do nothing as it is a long term investment
Monitor the situation for the next six months
Move some investment to cash
Sell and hold cash
Your Total Score
Your Score Reference
My email
example@example.com
I need a copy of my assessment
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