Investing Questionnaire  

Understand how investing can help you create a lifetime of income.

Investing is all about creating income throughout our life. We invest to achieve our goals. Good investing is long-term, it’s managing risks and returns, and buying quality financial assets. Investing is not gambling, trading or speculating.

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By submitting this questionnaire you agree that our Wealth Partner, RightTrac Planning, may collect your personal information to contact you (to provide investment advice) as per the Privacy Declaration and Financial Service Guide. 

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Standard deviation is the variation (distance) between the worst return and best return.
This is how to compare different investments (apples with apples).

A higher standard deviation implies greater risk in the variation of returns over time.

There are different types of risk in investing: currency risk, leveraging or debt risk, inflation risk, economic risk, liquidity risk, diversification risk, manager risk, bias risk and the list goes on...

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Can we reduce risk and increase returns by the use of Time?
On a one year basis, the investment option could have a return of between -30% & +60%.
The same investment option over 5 years could be between +6% & +10% pa.

What happened to the risk? It was reduced and the worst case was a 6% pa return and the best case was 10% pa return.

So what does that difference work out to over a lifetime, if we get 10% rather than 6%, contributing $10,000 pa?

• $14,000,000 rather than $5,000,000 or
• 10,000,000 rather than $5,000,000 or
• 8,000,000 rather than $5,000,000

Hint: the Answer is #1 – $14 million dollars.

Everyone can invest and succeed

Everyday Australians with normal jobs can build long term financial assets through an investment vehicle that will grow and provide funds when needed over all of our life. 

To do this we need the investment vehicle to do the following:

• Be able to contribute a regular monthly or weekly amount to the financial assets
• Compounding returns over time, with all income reinvested automatically
• Has a minimum 6% pa compounding return over 5 and 10 years. Preferably 8 to 10%
• Is a regulated product through regulated advice, to stop scams and get rich quick schemes
• Eliminates your bias and investment bias by providing strong diversification
• All investments are expertly managed to help manage the risks of: bias, currency, economic, liquidity, diversification, and inflation risk
• Enables easy tax management over your life

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