Investment Profile Quiz

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Use the following criteria to identify your profile. Select the option that most accurately describes your current financial position and mindset.

You have R1,000 to invest. The market crashes and your R1,000 is now worth R700. What do you do?

Invest another R1,000 because prices are lower

Do nothing and wait for it to go back up

Sell everything immediately to save the R700

When do you realistically need to withdraw this money?

15+ years (e.g., retirement)

Within the next 1–2 years (e.g., for a wedding or car)

In 5–10 years (e.g., a house deposit)

Which statement best describes your goal?

I want a balance of safety and some growth

I want maximum growth and I’m okay with a bumpy ride

I just want to make sure I don't lose the money I put in

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