Risk Assessment Tool | Hamilton Hindin Greene

1Options

2Personal Details

3Financial Position

4Financial Summary

5Investment Objectives

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Complete the form to assist your adviser to take into regard you full financial situation to receive Investment Planning Services.

Please select the sections that you will be completing.*

Financial Details

Investment Objectives

Risk Assessment

Personal Details

Please provide us with your contact details.

Full Name*

Email*

Phone

Consent*

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Financial Position

Please provide details on your current financial position.

Amount to Invest

Source of Funds

List of Term Deposits

Bank

Amount Invested $

Interest Rate %

Maturity

After further discussion, your adviser may require you to provide details of the source of funds.

Financial Summary

This section describes your financial summary.

Home Value

Home Value Notes

Term Deposits

Term Deposit Notes

Existing Investments

Existing Investment Notes

Investment Property

Investment Property Notes

List investment properties held other than your own and income received from these properties

Other Assets

Other Asset Notes

List any syndicates or other investments

KiwiSaver/Superannuation

KiwiSaver/Superannuation Notes

Total Assets

Total Assets Notes

Liabilities (e.g. mortgage)

Liabilities Notes

Net Assets (total assets less liabilities)

Net Assets Notes