This questionnaire is designed to help you better understand risk and some of the factors you should consider when developing an investment strategy. The questionnaire is designed as a guide only to help you understand which strategy may suit your retirement plans. We recommend that you seek professional advice prior to making any decisions regarding investment choice. There are four questions below. Please work your way through and enter the most appropriate number in the box provided. Question 1 Keeping in mind your primary goals, when do you expect to retire? 0–3 years 4–10 years More than 10 years * NOTE: If you scored 1, we strongly recommend you seek professional financial advice. Call Tasplan on 1800 005 166 for further information. Question 2 Keeping in mind that the higher the return the higher the risk, what return do you expect to receive from your investments? Less than 5% 5% – 8% Above 8% Question 3 Have you ever invested in shares or other types of investment whose value can fall as well as rise? No but if I had, the fluctuations would make me uncomfortable. Yes, I have, but I was uncomfortable with the fluctuations in value despite the potential for higher returns. No, but if I had , I would be comfortable with the fluctuations in order to receive the potential for higher returns. Yes, I have and I felt comfortable with the fluctuations in order to receive the potential for higher returns. Question 4 As a general rule... I never like to see the account balance of my investment go down. Although I feel concerned, I am prepared for my account balance to reduce occasionally if I know that I will benefit over the longer term. I feel comfortable if my account balance moves up and down over time, as I know I am investing long term. I don't mind seeing my account balance move up and down if that gets me the best possible return over the long term. Total Score Refer to this table for your likely investment strategy   Investment strategy   Total Score Profile Cash Short Term Balanced (default) Longer Term Equities   4 to 5 Conservative 100%   6 to 7 Cautious 30% 70%   8 to 9 Moderate 70% 30%   10 to 11 Balanced 100%   12 to 13 Growth 50% 50%   14 High Growth 100% Disclaimer: This calculator provides an illustration based on stated assumptions only and is provided in good faith. This should not be relied upon solely as a basis upon which to alter your investment choice without advice from a qualified professional. This information is not a substitute for professional advice from a qualified adviser. Tasplan Ltd does not accept any liability, either direct or indirect, arising from any person relying, either wholly or partially, upon any information, provided by, resulting from, shown in, or omitted from, the calculator. Under no circumstances will Tasplan Ltd be liable for any loss or damage caused by a user's reliance on information obtained by using this calculator. This information is of a general nature only. It has been prepared without taking into account your particular financial needs, circumstances and objectives. You should assess your own financial situation and read Tasplan's Product Disclosure Statement (PDS) before making a decision based on this information. Please call 1800 005 166 to obtain a copy of the Tasplan PDS. Your investment objectives will depend on the type of investor you are, your investment timeframe and the level of risk you are prepared to take.