Having an up-to-date investment profile is important when making any investment decision because it helps match you to the best investment strategy to meet your goals.
Your investment profile defines what type of investor you are and is made up of 2 parts:
Your investment timeframe
Your risk profile
Asking questions about these 2 areas helps to ensure that your investment strategy is suitable and that you don’t take on too much risk.
See how it works
This is why we give our clients an online risk questionnaire when they join to help recommend the best investment strategy.
We also review each clients investment profile annually so that it’s updated with any relevant changes – like a new job or loan. This keeps your investment strategy up-to-date and gives you the best chance of reaching your goals. It also means you don’t need to stress about continually checking that you’re not taking on too much risk, or too little.
Grow your savings the smart way
Stockspot is Australia’s largest digital investment adviser. We can help you build and manage a personalised portfolio tailored to your financial situation and your goals. It’s professional investment advice without the high costs of seeing a human adviser.
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