choosing the investment that's right for you

Please Note: The State Sector Retirement Savings Scheme (SSRSS) was closed to new members on 1 October 2008. For more information, please visit www.superscheme.govt.nz.

Before you make any decision regarding saving or investment, it’s important that you understand your current financial situation and determine your own financial goals.

This questionnaire is designed to help you to identify the investment strategy and ASPIRE investment portfolio(s) that best meet your financial goals.

It’s important to ensure that the portfolio(s) you choose match your financial goals, risk profile and your time frame for investment. This questionnaire provides a guideline only to assist you in making that decision.

Your scores will be added together to give an indication of an investment strategy that may be right for you. You can then use this result in light of your current financial situation and your own financial goals to help determine which ASPIRE investment portfolio(s) best meet your needs.

Remember, the information in the questionnaire is a guide only and is not intended to be investment advice. We recommend you talk to a financial adviser to obtain advice specific to your own circumstances. A disclosure statement is available from your financial adviser on request and free of charge.

To choose the investment you feel most comfortable with just answer the three questions below, then click “Calculate”.