SmartWealth

Step 1

How old are you?

21 to 30 31 to 45 46 to 60 Above 60

Step 2

What is your monthly income?

Below N150,000 N150,000 to N450,000 N450,000 to N750,000 Above N750,000

Step 3

How many dependents do you have?

1-2 2-3 3-5 More than 5

Step 4

What is the value of your wealth (excluding your house if you own one)?

Below N1m N1 to N10m N10 to N25m N36 to N50m Above N50m

Step 5

Which of these is your most pressing need?

Reduce debt/meet short-term cash emergencies such as rent/mortgage and child(ren) school fees/college tuition Meet medium-term goals such as buying a car or getting married Long-term goals such as saving for child(ren) college fund, buying a house, saving for retirement a & b b & c

Step 6

In terms of investing, safety is more important than returns.

Strongly agree Tend to agree Tend to disagree Strongly disagree

Step 7

I am generally anxious and unsettled by uncertainty and short-term fluctuations in the financial markets.

Strongly agree Tend to agree Tend to disagree Strongly disagree

Step 8

I am generally willing to take on more risk for higher returns.

Strongly agree Tend to agree Tend to disagree Strongly disagree

Step 9

I am willing to invest a significant portion of my wealth in order to get a great return.

Strongly agree Tend to agree Tend to disagree Strongly disagree

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