Getting to know you better Get to know you better Contact DetailsName(Required) First Last Email(Required) Phone(Required)Are you a sophisticated/wholesale investor?(Required) Yes No Do you have a succession plan for the management of your investments?(Required) Yes No Do you manage your investments yourself, or do you work with an advisor?(Required) I manage my investments myself I work with a financial advisor I use a combination of both Which entity do you invest through?(Required) Individual SMSF Family Trust Pty Limited Other Which of the following best describes their investment portfolio size?(Required) Under $200,000 $200,000 - $500,000 $500,000 - $1,000,000 Over $1,000,000 What are your primary investment goals? (Select all that apply)(Required) Capital growth Income generation Diversification Wealth preservation Other What asset classes are you currently invested in? (Select all that apply)(Required) Equities (Australian) Equities (Global) Fixed Income Real Estate Private Equity Alternatives (Hedge Funds, Infrastructure, etc.) Are you currently invested in any managed funds?(Required) Yes No How would you describe your risk appetite?(Required) Conservative (low risk, stable returns) Balanced (moderate risk, growth with stability) Growth-oriented (higher risk, higher return potential) Other What factors are most important to you when evaluating an investment opportunity? (Select all that apply)(Required) Track record of the fund manager Risk-return profile Liquidity and exit options Tax efficiency Market conditions Other How do you typically evaluate investment opportunities?(Required) Independent research Discussions with advisors Reviewing fund manager reports Attending investment events Other
