Risk & Inv. Profile

Your risk and investor profile does not directly affect how the platform calculates investment returns. This is driven by the Investment Plan in the Foundation Phase.

The purpose of this section is to provide you with information around appropriate rate of return assumptions and investment choices for your plan. It is particularly valuable if you are working with a financial planner as a discussion tool.

The questionnaires take between 2-5 minutes, and we recommend you take the time to fill out both questionnaires to ensure that the assumptions in your plan match your investor and risk profile.