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Medium risk investor

Your responses to our questions suggest you are a medium-risk investor. This means you are a longer-term investor and feel comfortable with a balanced mix of investments across all normal investment types. This type of investment mix will aim to achieve satisfactory returns over the longer term (at least five years) with the potential for moderate instability in the value of their investments over the short term.

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 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: