Shares Unlisted – Direct Property Residential – Direct Property Business – Collectibles Other Total Non-Superannuation Assets $ Liabilities Liability Type Total Non-Superannuation Liabilities $ Personal Insurance Cover Annual Premium Inside Super? Insurance Type Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until 16 or more 11-15 6-10 3-5 1-2 Now you reach retirement? Want growth Very Concerned More Not I’m unsure Are you concerned in my concerned concerned concerned of what this about the rising cost investments with having means to cover this stable of living over time investments What is your Very Experienced Some Little No Bad experienced experience experience experience experience investment experience? Would you prefer to reduce your retirement expectations or take Take more risk Reduce expectations more investment risk to achieve your retirement goals
Shares – Unlisted Direct Property – Residential Direct Property – Business Collectibles Other Total Non-Superannuation Assets $ Liabilities Liability Type Total Non-Superannuation Liabilities $ Personal Insurance Insurance Type Cover Annual Premium Inside Super? Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my investments to cover this Very concerned Concerned More concerned with having stable investments Not concerned I’m unsure of what this means What is your investment experience? Very experienced Experienced Some experience Little experience No experience Bad experience Would you prefer to reduce your retirement expectations or take more investment risk to achieve your retirement goals Take more risk Reduce expectations
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