Total Cover Annual Premium Inside Insurance Type Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many 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 Would you prefer fixed return investments or Ride with the market returns ride with the market? Will you make regular Yes No contributions? Other information Is there anything else we should know to assist in our analysis of your superannuation fund needs?
Insurance Type Total Cover Annual Premium Inside Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many 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 Would you prefer fixed return investments or ride with the market? Ride with the market returns Will you make regular contributions? Yes No Other information Is there anything else we should know to assist in our analysis of your superannuation fund needs?
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