Home
Wealth Services
Family Office Services
Financial Planning
Investment Advice
Debt Advice and Mortgage Brokering
Insurance Advice
Succession and Estate Planning
Corporate Finance Advice
Investment Opportunities
Global Investment Options
Multi-Manager Alpha Strategy
Superannuation and Investment Accounts
About Us
About Us
Community
Global Partnerships
Join Cashel Family
Insights
Client Login
Useful Links
Privacy Policy
Conflicts of interest policy
Forms
Home
Wealth Services
Investment Opportunities
About Us
Insights
Client Login
Family Office Services
Financial Planning
Investment Advice
Debt Advice and Mortgage Brokering
Insurance Advice
Succession and Estate Planning
Corporate Finance Advice
About Us
Community
Global Partnerships
Join Cashel Family Office
Global Investment Options
Multi-Manager Alpha Strategy
Superannuation and Investment Accounts
Enquire Now
03 9209 9000
Preamium
Hub24
Investment Risk Profile
Wholesale Risk Profile Fact Find
Contact Details
Name
*
First
Last
Date of Birth
*
DD slash MM slash YYYY
Email
*
Mobile Phone
*
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Investment Profile
What is your main investment objective?
*
Capital growth
Income distributions
Capital preservation
Capital guaranteed
What is your investment horizon?
*
Short - Less than 2 years
Medium - Between 2 and 5 years
Long - Over 8 years
What level of liquidity do you need?
*
Daily
Weekly
Monthly
Quarterly
Annually
Do you have any investment preferences?
Investment Risk Profile
How long do you expect to invest the majority of your funds for?
*
Less than 3 years. (1)
3-5 years. (2)
5-7 years. (3)
More than 7 years. (4)
How would you describe yourself when it comes to investing?
*
I’m very conservative and am not willing to take on any level of risk. (1)
I’m fairly conservative but am willing to take on a low level of risk. (2)
I’m willing to take on a moderate level of risk if it means better long term results. (3)
I’m willing to take a higher level of risk than most in order to improve long term returns. (4)
If a long term investment that you held started to drop significantly in value over a short period of time, but nothing had changed in regard to the company's outlook, you would be most likely to:
*
Sell the whole investment – I wouldn’t want to lose any more money. (1)
Sell part of the remaining investment – it could go back up, but I don’t want to risk everything just in case. (2)
Hold onto the investment – it’s likely it will increase in value again soon. (3)
Hold the remaining investment and buy more while the value is low – when the value goes up, I’ll make a good return. (4)
Which of the following best describes what you would like to achieve through your investments?
*
I want a regular source of income – I’m not worried if the investment doesn’t increase in value over time. (1)
Generating an income would be my priority, but I would also like to see some increase in the value of my investment over time. (2)
I want the investment to grow in value overall, I would like some income from it, but this is less important to me than investment growth. (3)
I want solid growth of the investment – I’m not interested in getting an income from the investment. (4)
Which of the following best describes how you view investment in overseas shares?
*
I would be hesitant as I do not know anything about it. (1)
I don’t know much about it – but I may consider investing in overseas shares if I had more information. (2)
Overseas shares are a good way to diversify risk, however, I would only invest some (not all) of my funds into overseas shares. (3)
I consider them a vital part of a long term portfolio, and would be willing to invest a significant amount of my money in overseas shares. (4)
In terms of investments, which of the following is most important to you to achieve?
*
Ensure I have enough funds to feel secure in my financial future. (1)
Accumulating enough funds to meet specific objectives. (2)
Lower returns over a longer period of time at a lower level of risk. (3)
Higher returns over a short period of time at a higher level of risk. (4)
Some investments can fluctuate, sometimes quite significantly, over very short periods of time. How would you feel if the value of your investment varied significantly say up or down by one third (33%) or more, over a year or less?
*
I would feel very uncomfortable about these fluctuations and would monitor my investments on a daily basis. (1)
I would feel quite uncomfortable about these fluctuations and would monitor my investments once a week. (2)
I would feel a little uncomfortable but wouldn’t spend too much time worrying about it. (3)
I wouldn’t be concerned by short term fluctuations at all. (4)
How important is it to you that your investments keep pace with inflation?
*
Not important – I would rather protect the capital. (1)
A little important – but I’m not prepared to take unnecessary risks. (2)
Fairly important – I know that I’ll need to take some risk to ensure my returns beat inflation. (3)
Very important – the priority is for these funds to grow significantly above inflation. (4)
What level of return do you expect your investment to achieve?
*
A steady return without losing any of my capital value. (1)
1-2% above inflation. (2)
3-4% above inflation. (3)
5% or more above inflation. (4)
What would you say your risk profile is?
*
Conservative
Moderately Conservative
Balanced
Moderate Growth
High Growth
Investment Experience
What type of investor are you?
*
Retail
Wholesale
Professional
Direct Shares
*
No experience
Some experience
Well experienced
Direct Property
*
No experience
Some experience
Well experienced
Direct Fixed Income
*
No experience
Some experience
Well experienced
Cash
*
No experience
Some experience
Well experienced
Foreign Currency
*
No experience
Some experience
Well experienced
Managed Funds
*
No experience
Some experience
Well experienced
Alternative assets (e.g. Hedge Funds)
*
No experience
Some experience
Well experienced
Structured Products
*
No experience
Some experience
Well experienced
Options and Warrants
*
No experience
Some experience
Well experienced
Margin loans
*
No experience
Some experience
Well experienced
Acknowledgement
*
I agree and accept the
Privacy Policy
and Acknowledge the
Cashel Financial Services Guide
and
Cashel Credit Guide and Privacy Statement
.
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.
Δ
×