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First, help us understand your goals. How can you best describe your current stage of life?

I am young and ready to grow my wealth over the long term.

I am preparing for the future and plan to buy property or start a family soon.

I have financial commitments such as mortgage or raising a family.

My debts are under control and am building up my wealth

I am planning for retirement and want to ensure I can afford a comfortable retirement.

I am retired and I rely on existing funds and investments to maintain my lifestyle.

how many superannuation accounts do you have?

1 account

2 - 3 accounts

5 or more accounts

I don't know how many superannuation accounts I have

my superannuation investment knowledge can be best described as:

I understand that different asset classes have diffrent risks and returns

I am aware that investment returns can vary from year to year

I really only understand bank and term deposits

What do you want to achieve from your investment portfolio?

I won't be drawing on my superannuation for at least another 5 years and my focus is on growth

I am nearing my retirement phase. Although my priority is on portfolio growth I would like to start to generate some income from interest and dividends within the next 5 years.

Set a timeframe for your investment.

Short-term (1-3 years)

Medium-term (3-5 years)

Long-term (greater than 5 years)

The global stock market can be volatile. If the value of your superannuation portfolio fell by 20% in a given year, what might you do?

I would consider selling my superannuation investments and transferring the proceeds to cash.

I would consider changing my superannuation investment strategy to something less volatile.

I would be confident that my superannuation strategy remains appropriate for my time horizon and would make no changes.

I would consider adding to my superannuation investment to take advantage of the lower prices.

Which of the following best describes your superannuation risk profile?

I have a low tolerance to risk and owning shares in my superannuation portfolio is acceptable

I am comfortable taking moderate levels of risk to generate returns

I have a reasonable tolerance for risk and am comfortable with the prospect of generating higher returns and higher losses

I have a high tolerance for risk and the prospect of large gains and losses is acceptable to me

I have a very high tolerance for risk and the prospect of large gains and losses is acceptable to me

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1300 222 622

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Hi, we're mobiSuper

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