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Low/Medium risk investor

Your responses to our questions suggest you are a low/medium risk investor. You are seeking a relatively low-risk investment over a medium time frame. You're prepared to accept lower returns, provided the value of your initial investment is protected. This type of investment mix is suitable for investors who want current income and stability, but also some increase in the value of their investments.

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 low/medium 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: