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We build and manage your personalized, globally diversified investment portfolio


Which Unit Trusts Should I Invest in?

Calculate your investment risk profile and we’ll recommend a personalised portfolio of premium Unit Trust designed for YOU.

1
Your Current Age:
  • Under 31
  • 31 – 40
  • 41 – 55
  • 56 – 65
  • Older than 65
2
What are you looking for in a Financial Advisor:
  • Retirement Planning
  • Share Portfolios
  • Alternative Investments - Including, Hedge Funds, Real Estate syndications, Gold
  • Estate Planning
  • Health Care
  • Short Term Insurance
3
What is your annual After Tax income?
  • - R100 0000
  • R110 000 - R200 000
  • R210 000 - R300 000
  • R310 000 - R400 000
  • R410 000 - R700 000
  • +R710 000
4
Current Value of your saving / Capital
  • - R100 0000
  • R110 000 - R200 000
  • R210 000 - R300 000
  • R310 000 - R400 000
  • R410 000 - R700 000
  • +R710 000
5
When deciding how to invest what do you care about more?
  • Maximising Growth
  • Minimising Losses
  • Both equally
6
How would you react if your Investment portfolio lost 10%
  • Sell everything
  • Sell and invest elsewhere
  • Keep it all and stick to a long term investment plan
  • Buy More
7
My knowledge of Investments are
  • No Knowledge / Never Invested in Shares or Unit Trusts
  • I know what Unit Trusts / Shares are
  • I have a good understanding of equities
  • Very Knowledgeable about Investments
Create my plan

How it Works:

Beta Wealth makes it easy for anyone to get access to world-class, long-term investment without the hassle. To Get started answer a couple of question based on your relationship with Money and we’ll make Investment recommendations based on your personal risk profile

 

 

Beta Wealth is an online Investment experience without the hassle. Our Experience Financial Advisor had pick the most appropriate Investment which will suits your personal financial goals.  

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