Take Our Investor Profile Questionnaire

Making wise investment decisions requires a proper and full assessment of your profile as an investor.

This investor profile tool is a starting point for you and your financial advisor to work together to prepare your investment plan.

The IPQ will take you through a series of essential questions that will help you determine your investment objectives, risk tolerance and investment time horizon. These are the fundamental facts about you as an investor. They should be firmly embedded into your investment plan and used to guide all your important investment decisions.

Ready to get started?

Don't hesitate to contact us if you have any questions. We're here to help!

Investor Profile Questionnaire

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What's Next

If you've just completed the IPQ, well done! The next step is to evaluate your current investments and compare them against your investor profile.

At this stage, changes to your existing portfolio may be necessary to make it consistent with your newly defined investment objectives.

Signature Service Account

Discover how our Signature Service Account can help

you save more effectively for your retirement.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.