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Your Investor Profile

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. Often there is 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. The video link below provides a good explanation to better understand this relationship.

 

Our short fillable  form  will assist in assessing the level of investment risk for your personal situation and provides us with an initial guide to the style of investor you may be and the target allocation associated with that profile. 

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Chalmers Private Wealth Pty Ltd

ABN  97 145 241 210 

Authorised Representatives of

Australian Financial Planning Group Pty Ltd (AFPG),

ABN 66 050 139 850 | AFSL 247430

An Australian Financial Services Licensee

Registered office at Level 12, 201 Elizabeth Street Sydney NSW 2000

Photo Credits: Most of our beautiful photos are of the Goulburn Valley region, taken by locals. 

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