Home
Insights
Our Services
Our Investment Approach
Online Risk Profile
FAQ
Contact Us

Home
Insights
Our Services
Our Investment Approach
Online Risk Profile
FAQ
Contact Us

Online Risk Profiler

What is your investment risk profile?

By completing our FREE online risk questionnaire you will learn what your risk profile is and what this means to your portfolio allocations.

What is your main objective when investing your money?

To preserve my capital at all costs, even if returns are very low.

To achieve modest growth while avoiding large losses.

To grow my wealth steadily, accepting some ups and downs.

To maximise long-term growth, even if it means large short-term losses.

None

How would you react if your portfolio fell by 15% in a single year?

I would immediately sell to prevent further losses.

I would feel very uncomfortable and consider reducing risk.

I would wait and monitor, but feel nervous.

I would stay invested and might even invest more.

None

How long do you plan to keep this money invested before needing to access it?

Less than 3 years

3 to 5 years

6 to 10 years

More than 10 years

None

Which statement best describes your attitude to risk?

I cannot tolerate any loss

I am cautious and only want minimal risk

I am comfortable taking some risk to achieve better returns

I am willing to take significant risk for higher potential growth

None

How much investment experience do you have?

None, this would be my first time investing.

Limited, some small investments or savings accounts

Moderate, some experience with funds or shares

Extensive, I regularly invest and understand markets well

None

What is your current financial situation?

I rely on these savings to cover basic living expenses

I have some savings, but they’re important for security

I have adequate emergency savings and other income

I have surplus income and good safety reserves

None

How would you feel about your investments falling below their original value temporarily?

Completely unacceptable

Very uncomfortable

Unpleasant but acceptable

Expected part of investing

None

If an investment opportunity offers high returns but also high potential losses, would you consider it?

Absolutely not

Only a very small portion

Possibly, for part of my portfolio

Yes, I’m comfortable with this approach

None

What level of annual return would you realistically expect from your investments?

2% or less (just above cash)

3–5%

6–8%

9% or higher

None

10.

If you suddenly needed money, would you be forced to sell your investments?

Yes, I might have no choice

Possibly, but I’d try to avoid it

No, I have other resources

No, and I would plan around it carefully

None

You are nearly there. Simply complete the form below and we will email you details of your attitude to risk along with how you should be allocating your portfolio accordingly.

Full Name

Phone

Time's up

Tags:

Futurus Global Wealth

Your Partner in Global Financial Success
We provide independent, transparent advice to help expats build, protect, and grow their wealth. From pensions and investments to long-term financial planning, we deliver personalised strategies designed for life abroad.

Services

UK Pension Reviews

Investment Advice: Lump Sums & Regular Savings

Retirement Planning

Estate & Succession Planning

Contact

contact@Futurus.Global
+41 415 510 105
Rue Neuve-du-Molard 19
1204 Geneve
Switzerland

Cookie policyPrivacy PolicyTerms & conditions

Online Risk Profiler

What is your investment risk profile?

Menu

Services

Contact