Investor questionnaire
Understand your comfort with investment risk.
Answer a few practical questions about your goals, time horizon and response to market movements. Your result helps prepare for a more useful conversation with an adviser.
Written and reviewed by Wenzile Mthiyane, CFP®, Key Individual, Mbalwa Investment Services (view profile) · FSP 55090 · Last reviewed 1 July 2026
Frequently asked questions
Questions about the risk profile questionnaire
It's a short set of questions about your goals, time horizon, financial resilience and reaction to market movements. Your answers produce an indicative risk profile that helps prepare for a more useful conversation with a Mbalwa adviser.
Most people complete the 10 questions in about 5–7 minutes.
Yes. We don't ask for ID numbers, account numbers or financial documents in this questionnaire, and your answers are handled in line with our Privacy & POPIA notice.
A Mbalwa adviser reviews your indicative result in context and contacts you within one business day to discuss it.
No. The result is a starting point, not financial advice — a licensed adviser must consider your full circumstances, objectives, knowledge and ability to bear losses before making any recommendation.
Your answers support—but do not replace—the suitability assessment completed by a licensed adviser. No investment recommendation is generated automatically. Investment values can rise or fall, and past performance does not guarantee future results.