Investment Needs Analysis
Tell us about you and your investment needs by completing the questionnaire below. We will then get back to you about the best investment solutions for you!
Tell Us About You
All information is kept in strict confidence.
Full Name
*
Prefix
First Name
Last Name
E-mail
*
Mobile Number
*
-
Area Code
Phone Number
Birth Date
*
Please select a day
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Day
Please select a month
January
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Month
Please select a year
2025
2024
2023
2022
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Year
Gender
*
Male
Female
Which Investment?
*
Please Select
Saving for retirement - Retirement Annuity
Preserve my retirement savings - Pension/Provident Preservation Fund
Tax-free Investment Account
Flexible investments - Unit trusts
Offshore unit trusts
Offshore investment plan
Invest for 10 years - Millionaire Investment Challenge
Five-year high-interest secured investment
Want to get monthly income in retirement - Life Annuity
Want to get fixed income in retirement - Living Annuity
Guaranteed Growth Plan
Guaranteed Income Plan
I am unsure and need advice
Investment frequency
*
Please Select
Lump sum once-off
Monthly debit order
Both
Lump sum Investment amount
*
Please Select
R30,000
R50,000
R100,000
R200,000
R500,000
R1,000,000
R2,000,000
R3,000,000
R5,000,000
R10,000,000
Other
Debit order investment amount (per month)
*
Please Select
R50,000
R20,000
R15,000
R10,000
R7,000
R5,000
R3,000
R2,500
R2,000
R1,500
R1,000
R500
Other
My investment risk profile
*
Please Select
Aggressive - I can tolerate market volatility and stay invested for at least 10 years (annualised return 12% - 20%)
Moderate - I want stock market exposure, can stay invested for at least 5 years (annualised return 9% - 12%)
Conservative - I want stable returns better than bank deposit rates (annualised return 7% - 9%)
I am not sure
Keep the money invested for
*
Please Select
1~2 years
3~4 years
5~9 years
10 years or more
Your occupation
*
Gross monthly income
*
Marital status
*
Please Select
Single
Married
Divorced
Has a partner
Widowed
Back
Next
Existing Investment Portfolio?
Total investments right now?
The annual return on your current investments?
20% and above
15% - 20%
12% - 15%
8% - 12%
5% - 8%
0% - 5%
Below 0%
I don't know
Please add any additional comments or questions:
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