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Investment Products
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Terms and Conditions
5 quick questions about how you invest and you're in the draw.
Which best describes you as an investor?
*
A
New to investing — I haven't started yet
B
Beginner — I've made a few small investments
C
Experienced — I invest regularly
D
Confident — I actively manage a portfolio
E
I save, but I wouldn't call it investing
Do you currently have any investments outside of retirement savings?
*
A
Yes — unit trusts or ETFs
B
Yes — a tax-free savings account
C
Yes — shares or an investment portfolio
D
Yes — more than one of the above
E
No — not yet
What's your main goal for investing?
*
A
Building long-term wealth
B
Saving for a specific goal (home, education, travel)
C
Generating extra income
D
Beating inflation on my savings
E
I'm still figuring that out
What's holding you back from investing more?
*
A
I'm not sure where to start
B
I don't think I have enough to invest
C
I'm worried about the risk
D
I haven't found the right product or advisor
E
Nothing — I'm investing as much as I want to
Would you be open to a quick call to explore investment options suited to your goals — no obligation?
*
A
Yes — I'd like to know what's available
B
Maybe — send me some information first
C
No — I'm happy with how I invest
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