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What is your risk profile & how does it help your investment strategy?

Having an up-to-date investment profile is important when making any investment decision.

Your investment profile defines what type of investor you are and is made up of 2 parts:

  1. Your investment timeframe

  2. 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.

Find out how Stockspot makes it easy to grow your wealth and invest in your future.


Founder and CEO

Chris has been vocal in calling out the industry 'Fat Cats' and is known for telling it as it is. He sits on two Advisory Committees for the industry regulator ASIC, and was previously a fund manager at UBS. He holds a Bachelor of Commerce (Accounting/Finance Co-op Scholarship) from UNSW.

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