FREE Blackberry App - Smart Investor

GET YOUR FREE MOBILE INVESTMENT APP

Have you imagined having your own pocket financial adviser?  Can you ask a question and send a free instant email to an expert with a click of a button, and get a response without having to pay thousands of dollars?  Our Smart Investor tool draws different factors together by helping you understand how you feel about investment risk and helps you in determining the investment style that is most appropriate for you.

It provides guidelines that may help you determine how to allocate the funds you have available for investing among the major asset classes (i.e. shares, property, fixed interest, cash and alternatives, e.g. art or private equity). This calculator does not constitute a recommendation or statement of opinion about investor style and is not intended to be relied upon for the purpose of making a decision in relation to a financial product. For advice about investing, you should consider obtaining advice from a licensed financial adviser.  

Please remember that this risk tolerance questionnaire has been designed to help you evaluate your risk profile and that, given the answers to the above questions, your risk profile may be in the indicated sector. If you feel comfortable with the analysis provided, then your financial adviser can use it to devise an appropriate investment portfolio.

This calculator does not constitute a recommendation or a statement of opinion about your investments or pre-qualifications of any kind, and is not intended to be relied upon for the purpose of making a decision in relation to a financial product.   If you feel comfortable with the analysis provided, then your adviser can use it to devise an appropriate investment strategy and an investment portfolio to meet your lifestyle, investment and retirement goals. If you don’t agree with the analysis, or want to ask some questions about it, then please further discuss it with a licensed financial adviser.

Register to receive your Blackberry App Download Link

• Your personal information will be kept private and confidential

Please take a moment to complete the following: