Financial Risk Assessment
Assess investment risk tolerance to recommend the right financial products.
What this form collects
Meridian Wealth
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Meridian Wealth
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Risk-tolerance assessments are the entry point to most financial advice relationships — but the standard 12-question PDF feels clinical and impersonal. This template runs the assessment as a conversation: age, goals, time horizon, comfort with volatility, current portfolio. The output is a risk score plus a starting allocation recommendation, framed in plain English rather than wealth-management jargon.
Why financial advisors need conversational risk profiling
Risk profiling is supposed to be the start of a relationship — but standard questionnaires feel like compliance theatre. The client clicks through ten Likert-scale questions and waits for the advisor to call back. The relationship hasn't started; it's just been delayed.
A chat-based assessment opens the relationship at the assessment itself. Each answer is followed up with 'tell me more', the result is explained in plain English, and the next step (a discovery call, a starting allocation, a managed account application) flows naturally. The client feels advised, not surveyed.
What the risk assessment does
Goal-aware risk profiling
Time horizon, retirement goals, and capacity for loss are asked alongside the standard volatility-tolerance questions. The score reflects the goal, not just the temperament.
Plain-English result
The result avoids jargon. Instead of 'Risk Tolerance: Moderate-Aggressive', it says 'You're comfortable with most market dips but would lose sleep over a 30%+ drop'. Clients understand the verdict.
Discovery call as the next step
The result includes a tailored next step — book a call, download a starter portfolio, request a full financial plan — based on the score and the goal stated.
Best for
Financial advisors, wealth management firms, robo-advisors, super fund advisors, and SMSF specialists handling new-client risk profiling at scale.
Common questions financial advisors ask
Will it satisfy compliance requirements for risk profiling?
The standard psychometric questions are included and can be customized to your compliance framework. The chat output can be saved as part of the client file for audit purposes.
Can it tie into our portfolio management software?
Yes — risk score and goal data sync with Iress, MyProsperity, Class Super, and most advisor platforms via API or integration.
How does it handle existing clients vs new prospects?
Existing clients can be re-profiled annually with a streamlined version. New prospects go through the full assessment plus discovery call booking.
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