Investment Questionnaire

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Welcome to Money Maximising Advisors

Thank you for Mortgage Enquiry

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Please Watch The Video

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Welcome to Money Maximising Advisors

Thank you for Mortgage Enquiry

Please Watch The Video --->

Please Watch The Video

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Please Watch The Video

About Us
Services
Contact Us

Welcome to Credit Repair

WE HELP

TO GROW YOUR BUSINESS

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OUR CORPORATE PARTNERS

About Us

We Help Clients To Get Success

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What we do

Our Services

Mortgage Services

Ensuring you make the right mortgage choice and guiding you throughout the process to secure your dream home.

Pension Services

Need advice on how to start a pension, review pension benefits, or unlock pension early?

Public Sector Services

Explore our public sector services tailored to the Irish public sector employees and organisations

Protection Services

Providing comprehensive protection services to safeguard you and ensure your peace of mind

Saving And Investment

Discover our wealth management expertise to grow your savings and investments with confidence.

Inheritance Tax Advice

Book an appointment with our inheritance tax advice experts at a time and date that best suits you.

What we do

Our Services

FINANCIAL CONSULTATION

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First, our partners gather some

information to verify

CREDIT REPORTS

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First, our partners gather some

information to verify

PLANNING & CONDUCTING

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First, our partners gather some

information to verify

FINANCIAL CONSULTATION

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First, our partners gather some

information to verify

CREDIT REPORTS

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First, our partners gather some

information to verify

PLANNING & CONDUCTING

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First, our partners gather some

information to verify

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Staff

Our Team

Jasika Fersh

Founder

Ron Bil

CEO

Robin Cattor

Advicer

History

History Of Our Company

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1500+

Successful Project

242+

Running Project

250+

Happy Clients

Please complete the standard investment questionnaire below. Once completed we will then send you a investment report which will categorize you as a low/medium/high risk investor. This is a central bank requirement.

Investment Questionnaire

Full Name *

Email *

Phone

Age

1. How long do you intend to invest (in years) ? *

2. How would you describe your investment knowledge?

Expert: I have in-depth knowledge of how investments work.

High: I have a good understanding of the different types of investments and their risks

Moderate: I have knowledge of the basic types of investments and their risks

Little: I have little knowledge about investments and their risks.

None: I have no investment knowledge.

3. What is your investment objective?

To maximise returns, regardless of risk.

To make high returns, without excessive risk.

To make good returns, with limited risk to my capital.

To make returns which beat inflation, without significant risk to my capital.

To protect my capital.

4. How concerned would you be with a short-term (6 months) 10% decline in your investment?

Not concerned.

Slightly concerned.

Moderately concerned.

Very concerned.

Extremely concerned.

5. What is your appetite for taking risk?

between €6,300 and €17,200.

between €6,800 and €16,300.

between €7,900 and €14,000.

between €8,900 and €12,100.

between €9,800 and €11,600.

6. What is your approach to taking risks?

Take a LOT more risk with ALL of your money.

Take a LITTLE more risk with ALL of your money.

Take a LITTLE more risk with SOME of your money.

Be UNWILLING to take any more risk

7. Do you have any other savings available to you, should you encounter a financial emergency?

No. I have no other savings I can use in the event of an emergency

I have some savings but nothing earmarked for a financial emergency

Yes. I have specific savings that I can use in an emergency

8. If this investment were to perform poorly, what impact would this have on your financial well-being?

It would have a big impact. This investment is required for a specific purpose.

It would have some impact. I would need to make some adjustments to my future plans.

It would have no impact, as I have other investments

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“Money Maximising Advisors Limited is regulated by the Central Bank of Ireland – C154250”

Contact Us

+353 91 393 125

[email protected]

Unit 3, Office 6, Liosban Business Park, Tuam Rd, Galway, Ireland

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What client say about us

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Darcel Ballentine

Barone LLC.

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Acme Co.

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