tasplan.com.au

Tasplan risk profiler

This questionnaire may help you better understand risk and some of the factors you can consider when choosing an investment option. This is only a guide and we recommend you talk to a financial expert before making any decisions.

There are only 6 questions. Let’s start with your goals

Disclaimer

Start
Question 1
Which of these best describes your financial goals?
Next

Now you get to describe yourself, just a little.

Question 2
In general, how would you describe yourself financially?
Question 3
How much do you know about investing?
Next

And now some 'what if' questions.

Question 4
If you invested some money a year ago and you find out today it’s worth 20% less, how do you feel?
Question 5
Imagine you’ve received an inheritance and the will says you must invest the money. What sort of investment would you choose?
Question 6
Imagine you have some money to invest for a year. Each option has a different best and worst case scenario. For example, if you chose investment 5, you might earn up to 50% or lose up to 30%.
Which option would you choose?

Results: you are Careful investor

A bit about you

Safety first! You don’t want any risk, even if it means missing out on bigger returns. Protecting your hard-earned savings is most important to you.

How you invest

You prefer defensive assets, such as fixed interest and cash. These types of investments generally hold their value but they don’t provide amazing returns.

Tasplan options you might be interested in:

Each of our investment options has a different investment strategy, with varying levels of expected risk and return. You can choose one or a combination of options to make sure your super is invested to suit you.

Find out about other options.

Need help?

If you need help, get in touch and we’ll give you a hand. General advice about your Tasplan account is covered under your membership, so there’s no extra charge.

If you need personal advice on how you should invest your super, our financial planners can provide you with reliable, accurate professional advice – in words you can understand.

Email us at info@tasplan.com.au or call us on 1800 005 166 for an appointment.

Disclaimer

Your investment risk profile will depend on the type of investor you are, your investment timeframe and the level of risk you're prepared to take. Refer to www.tasplan.com.au/risk for more information.

This questionnaire provides an illustration based on information you've provided and assumptions made about the future. Don't just rely on this calculator to make decisions about your investment choice. This information has been provided in good faith and is not a substitute for professional advice from a qualified adviser.

We don't accept any direct or indirect liability that comes about because you relied, either wholly or partly, on any information provided by or left out of the calculator.

This information or advice is intended to be general in nature and which was prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any information or advice in this questionnaire, please consider whether it is appropriate to your personal circumstances, talk to a financial planner and consider the relevant member guide available at www.tasplan.com.au or by calling 1800 005 166, before making an investment decision based on this advice.

The trustee of Tasplan Super (ABN 14 602 032 302) is Tasplan Pty Ltd (ABN 13 009 563 062). AFSL 235391.

You can change your investments via Tasplan Online or by completing a Change your investments form

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