ActOn Wealth · Fact Find
Investment Risk Profile
A guided questionnaire designed to be completed with your adviser. It captures how you feel about investment risk, scores your tolerance, and produces a clear, shareable profile you can keep on file.
Eight focused questions
Each scored against the ActOn Wealth Fact Find matrix (max 84 points).
Single client or couple
Both clients answer independently, in parallel columns.
Saved and exportable
Autosaved as you go. Download or generate a branded PDF for the file.
This questionnaire assesses risk tolerance only and is not personal financial advice.