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Cash-only investor

Your responses to our questions suggest you are a cash-only investor. You are a very cautious or conservative investor seeking absolute security in your investments and prefer investing for relatively short periods of time. This means you probably feel most comfortable with investments focused on cash that generate regular income while ensuring their value does not decrease.

Taking into consideration your risk profile and your investment time frame, the following chart shows the typical investment mix associated with this risk profile.

 

chart showing the typical investment mix associated with the cash risk profile

 

A Westpac Financial Planner can tailor an investment portfolio to help you meet your personal investment objectives and needs.

Make amendments to your responses in the questionnaire or return to try another tool.

 

To view other investor risk profiles select from the following: