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Resources & Education

Investor Profile Questionnaire

When investing it is important that you consider the level of risk you may be taking on, as well as the return you would like to achieve from an investment. You may need to consider a trade-off between the risk you are willing to take and the level of return you would like to achieve, or would need to meet your needs and objectives.
 
This short web-based questionnaire will help us work out an appropriate level of investment risk for your personal situation, and is a great tool for new and existing clients. Upon completion of the web-form, you will receive a report, that will summarise your results, and a copy will automatically be emailed to us as well.

Insurance Pre-Underwriting Questionnaire

If you think you would like information or advice about your personal insurance options, you can complete a pre-underwriting insurance questionnaire.

This short web-based questionnaire will help us gather some important information and flag any potential issues in regard to potential changes to existing insurances, or if you are considering applying for new insurances.

Once the web-based form is complete, we will automatically receive a copy of your answers.

ASFA Retirement Standard

The ASFA Retirement Standard benchmarks the annual budget needed by Australians to fund either a comfortable or modest standard of living in the post-work years. It is updated quarterly to reflect inflation, and provides detailed budgets of what singles and couples would need to spend to support their chosen lifestyle.
 

MoneySmart Calculators and Tools

ASIC's MoneySmart web site provides you with a number of useful and simple to use calculators and apps to assist with:
  • Budgeting & Savings
  • Money Health
  • Mortgage, Loans and Credit Card Debts
  • Superannuation & Retirement Calculators
  • Investments Calculators
  • Mobile finance apps

CPW MyWealth Portal Button with LOIGN

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