Investor profile calculator

Investment
	How many years until you plan to draw on your super?
	0-5 years 6-10 years 11-15 years 15+ years
	What percentage of your pre-tax salary are you saving for retirement (excluding compulsory employer SG payments)?
	0-3% 4-6% 7-9% 10% or more
	Which of the following best describes your investment experience?
	No experience Bank accounts, cash, term deposits, debentures Managed funds Stock market investing

Investment Objectives
	Select which of the following is most important to you in your investments
	Avoiding short-term losses Receiving regular income Long-term growth in the value of investments Protection against inflation
	If one of your investments declined by 20% in value in one year, how would you react?
	Sell all of your investment Sell a portion of your investment Hold onto your investment Buy more of the investment
	You can accept negative short term returns for higher long term returns
	Strongly agree Agree Disagree Strongly disagree
	You prefer little or no volatility in your investments for lower returns than more aggressive options
	Strongly agree Agree Disagree Strongly disagree

After Employment
	In retirement, over how many years do you intend to spend your superannuation savings?
	1-5 years 6-10 years 11-15 years 15+ years
	What percentage of your pre-retirement income would you prefer to live on in retirement?
	50% or less 51-65% 66-80% 81% or more

Disclaimer

This Investor Profile does not necessarily take into account all of your personal needs and circumstances, therefore your profile may vary slightly from that indicated. Please contact your financial planner for advice regarding the most suitable investment options for you and your superannuation savings.