Superannuation Investment Option Evaluation Form
Evaluate and compare superannuation investment options to help guide your decision-making. Please answer the following questions to the best of your knowledge.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Investment Timeframe
*
Less than 5 years
5-10 years
11-20 years
More than 20 years
What is your risk tolerance?
*
Low
Moderate
High
Preferred Investment Style
*
Growth
Balanced
Conservative
Other
Expected Average Annual Return (%)
*
Are you aware of the fees and charges associated with your option?
*
Yes
No
Somewhat
Do you prefer options with ethical or environmental considerations?
Yes
No
No preference
How would you rate your experience with superannuation investments?
1
2
3
4
5
Additional Comments or Feedback
Submit Evaluation
Should be Empty: