Wealth Designers Advisory

Client Fact Find & Risk Profile

Please complete all sections below. Your information is transmitted securely and handled in accordance with our Privacy Policy.

1
2
3
4
5
6
7
8
9
10

Personal Details

Tell us about yourself so we can understand your personal circumstances.

Your Details
Encrypted in transit. Stored per our Privacy Policy.
Contact Details
Residential Address
Dependants

Partner Details

If you have a spouse or partner, please provide their details below.

Employment & Income

Understanding your income helps us assess your savings capacity and insurance needs.

Your Employment
Current SG rate is 11.5% (FY2025-26)
Other Income

Assets

A snapshot of what you currently own helps us understand your financial position.

Property
Your Superannuation
Superannuation Statements
Drag & drop superannuation statements here
Recent member statements, benefit statements, rollover forms
PDF, DOC, DOCX, JPG, PNG — Max 10MB per file
Investments & Savings
Include approximate values

Liabilities

Understanding your debts helps us plan your cash flow and repayment strategy.

Home Loan
Other Debts
Monthly Living Expenses

Existing Insurance

Details of any personal insurance you currently hold, inside or outside of superannuation.

Insurance Within Superannuation
Insurance Outside Superannuation
Health & Smoking Status

Goals & Objectives

This is the most important section. Understanding your goals allows us to design advice tailored to your life.

Retirement
Financial Goals
What Matters Most

Estate Planning

Ensuring your wishes are documented and legally binding is a critical part of financial planning.

Current Arrangements

Risk Profile Assessment

These 7 questions help us understand your tolerance for investment risk. There are no right or wrong answers.

Question 1 of 7
What is your investment time horizon?
A
Less than 2 years
B
2 to 4 years
C
5 to 7 years
D
8 to 12 years
E
More than 12 years
Question 2 of 7
If your portfolio fell 20% in a single year, what would you do?
A
Sell everything immediately to prevent further loss
B
Sell some holdings to reduce my exposure
C
Hold my current investments and wait for recovery
D
Invest a little more to take advantage of lower prices
E
Invest significantly more — this is a buying opportunity
Question 3 of 7
What is your primary investment objective?
A
Preserve my capital with minimal risk of loss
B
Generate a stable income stream with modest growth
C
Balanced growth and income over the medium term
D
Prioritise long-term capital growth over income
E
Maximise growth — I accept significant short-term volatility
Question 4 of 7
How would you describe your investment experience?
A
None — I have never invested beyond a bank account
B
Limited — I have a managed super fund but limited knowledge
C
Moderate — I have owned shares or managed funds before
D
Experienced — I actively manage a diversified portfolio
E
Very experienced — including direct property, alternatives, or gearing
Question 5 of 7
What level of annual portfolio fluctuation could you tolerate?
A
Almost none — I cannot accept any negative returns
B
Small — up to 5% loss in a bad year
C
Moderate — up to 15% loss in a bad year
D
Significant — up to 25% loss in a bad year
E
High — 25%+ loss is acceptable for maximum long-term return
Question 6 of 7
How important is regular income from your investments?
A
Essential — I rely on investment income for living expenses
B
Very important — I supplement my income with investment returns
C
Somewhat important — I like some income but growth matters too
D
Not very important — I prefer to reinvest for growth
E
Not important at all — I want maximum capital growth
Question 7 of 7
Which statement best describes your overall attitude to investing?
A
I prioritise security over returns. I would rather earn less than risk losing any capital.
B
I prefer stability with a small amount of growth. I am cautious by nature.
C
I want a balance of growth and stability. I accept some ups and downs.
D
I am focused on long-term growth and can handle market volatility along the way.
E
I want maximum growth and I am comfortable with large short-term losses for long-term gain.

Your Risk Profile Result

Based on your responses, here is your assessed risk profile.

0
of 35
Balanced
Growth Assets
0%
Defensive Assets
0%
Cash
0%

Do you agree with this risk profile?

Yes, I agree
Conservative
Moderate
Balanced
Growth
High Growth
Supporting Documents

Upload any additional documents that will help us prepare for your first meeting. All files are transmitted securely and stored in accordance with our Privacy Policy.

Tax & Financial
Tax returns, payslips, financial statements, loan documents
Identification
Driver licence, passport, Medicare card
Estate Planning
Will, power of attorney, binding nominations
Other Documents
Any other relevant documents

Privacy Collection Notice: By submitting this form, you consent to Wealth Designers Advisory Pty Ltd (AFSL 562647) collecting, using, and storing the personal information provided herein for the purpose of providing you with financial advice and related services, in accordance with our Privacy Policy.

Your information is transmitted securely and will not be disclosed to third parties except as outlined in our Privacy Policy or as required by law.

✓

Thank You

Your Fact Find and Risk Profile have been securely submitted to our team. We will review your information and be in touch shortly to discuss next steps.

Wealth Designers Advisory Pty Ltd | AFSL 562647