Attitude To Risk - Greenway Financial Advisors

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Explaining attitude to risk:

Attitude to risk, also known as risk tolerance, is a critical concept in investing.

It refers to the amount of risk that an investor is comfortable taking, or the degree of uncertainty that an investor is able to handle.

This often directly influences the types of investments they make.

Understanding one's risk tolerance can help them make investment decisions that align with their financial goals and comfort level.

Name(Required)

First Last

Email(Required)

1. I would enjoy exploring investment opportunities for my money.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

2. I would go for the best possible return even if there were risk involved.(Required)

Always

Usually

Sometimes

Rarely

Never

3. How would you describe your typical attitude when making important decisions?(Required)

Very adventurous

Fairly adventurous

Average

Fairly cautious

Very cautious

4. What amount of risk do you feel you have taken with your past financial decisions?(Required)

Very large

Large

Medium

Small

Very Small

5. To reach my financial goal, I prefer an investment which is safe and grows steadily, even if it means lower growth overall.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

6. When I consider investments that have an element of risk I feel quite anxious.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

7. Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?(Required)

Invest more funds to take advantage of the lower price, expecting future growth.

Monitor the investment and wait to see if it improves.

Transfer your money to a more secure investment product to reduce the risk of further losses.

8. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

9. If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?(Required)

All of it

More than half

Half

Less than half

Very little, if any

10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?(Required)

Daring

Sometimes daring

A thoughtful risk taker

Careful

Very cautious & risk averse

11. If you had picked an investment with potential for large gains but also the risk of large losses, how would you feel?(Required)

Excited by the potential for gain

Accepting of the possible highs and lows

A little concerned

Quite uneasy

Panicked and very uncomfortable

12. Imagine that you have some money to invest and a choice of two investment products, which option would you choose?(Required)

A product with a low average annual return, but almost no risk of loss of the initial investment

A product with a higher average annual return, but some risk of losing part of the initial investment

A mixture of the two products

13. I would prefer small certain gains to large uncertain ones.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

14. When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?(Required)

I’m excited about the possible gains

I’m optimistic about possible gains

I think about both the possible gains and losses

I am conscious of the possible losses

I worry about the possible losses

15. I want my investment money to be safe even if it means lower returns.(Required)

I strongly agree with this statement.

I tend to agree with this statement.

In between.

I tend to disagree with this statement.

I strongly disagree with this statement.

Hidden

Risk Score

Your Risk Level is: Low

You are someone who prioritises capital preservation over growth. You are uncomfortable with the possibility of losing your initial investment and hence, invest in safer investment options like government bonds.

Most of these types of investment are made up of:

Cash
Corporate Bonds - Loans made to companies.
Government Bonds- Loans made to governments.

Your Risk Level is: Low - Medium

You are someone who prioritises capital preservation over growth. You are uncomfortable with the possibility of losing your initial investment but will consider some low level risk to make a return on your investment.

Most of these types of investment are made up of:

Cash
Equities - company shares.
Corporate Bonds - Loans made to companies.
Government Bonds- Loans made to governments.

Your Risk Level is: Medium

You are someone who balances capital preservation and growth. You are comfortable with taking some risk with your capital to make a good level of return on your investment.

Most of these types of investment are made up of:

Equities - company shares.
Corporate Bonds - Loans made to companies.
Government Bonds- Loans made to governments.

Your Risk Level is: Medium - High

You are adventurous with investments. You are someone who is comfortable taking risks in your investment to gain greater growth.

Most of these types of investment are made up of:

Equities - company shares.
Alternatives - private equity, private credit, infrastructure and hedge funds.

Your Risk Level is: High

You are very adventurous with investments. You are someone who is comfortable taking risks in your investment to gain greater growth.

Most of these types of investment are mostly made up of:

Equities - company shares.

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Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.

Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372