Risk Profile Questionnaire

Risk Profile Assessment

Your risk profile tells Frank how comfortable you are with investment risk, so advice is tailored to your tolerance. The assessment takes about 2 minutes.

How to Take the Assessment

1. Go to Settings > Risk Profile
2. Click Take Assessment
3. Answer 5 multiple-choice questions covering:
   • Investment time horizon
   • Reaction to a portfolio drop
   • Income stability
   • Investment experience
   • Risk vs return preference
4. Each answer is scored 1–5 points
5. Your total score (5–25) maps to a profile label

Profile Labels

| Score | Profile | Description | |-------|---------|-------------| | 5–9 | Conservative | Prioritise capital preservation over growth | | 10–14 | Moderate | Accept small fluctuations for moderate growth | | 15–19 | Balanced | Comfortable with ups and downs for long-term growth | | 20–22 | Growth | Seek higher returns, accept significant volatility | | 23–25 | Aggressive | Maximise growth, comfortable with large swings |

How Frank Uses Your Profile

Once you complete the assessment, Frank AI incorporates your risk profile into every conversation. For example:

• A Conservative profile means Frank won't suggest high-volatility investments
• A Growth profile means Frank may suggest more equity-heavy allocations
• Scenarios and projections factor in your risk tolerance

Retaking the Assessment

Your risk tolerance may change over time. Click Retake on the Risk Profile card at any time to update your profile. Your previous result is replaced with the new one.