Frank Wealth

Investor risk profile

What sort of investor are you?

Eight questions about how you feel when money moves around. At the end you'll see an indicative investor profile to talk through with your adviser.

·Takes about four minutes.
·There are no right answers, so go with your gut.
·If you're a couple, please each do your own. You'll answer differently, and that's useful to know.

This isn't advice. It's a starting point for a conversation.

First up, who's answering?

Only so your adviser knows whose result this is. Today's date is added for you:

Your indicative profile

DefensivePure growth

This is an indication of how comfortable you are with investment risk. It isn't advice and it isn't the whole picture. Your adviser will also look at your circumstances, your goals and how much risk you can actually afford to take before recommending anything.

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See the answers you gave

This risk profile questionnaire has been provided by Māpua Wealth Ltd (2025). It does not constitute investment advice. Expected returns are no guarantee of future results.

Frank Wealth disclosure statement

On its way to Angela

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Doing this as a couple? Your partner should answer for themselves, on their own.

Disclaimer: This risk profile questionnaire has been provided by Mapua Wealth Ltd (2025). This questionnaire does not constitute investment advice. Use of this content requires expert knowledge and is to be used by specialist investment professionals only. Neither Mapua Wealth nor Frank Wealth are responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Expected returns are no guarantee of future results