1. What is the maximum loss that you think you can accept from your investment?
   10 - 20%
   Between 25 -50%
   None
   

2. What will you do if your investment has fallen beyond your maximum acceptable loss level?
   Do nothing if I do not need the money
   Sell it if I need money
   Sell it to cut loss even if I do not need money
   

3. What is your current net asset value (Total asset - Total liability) ?
   below HK$50,000
   Between $50,000 - $200,000
   Over $200,000
   

4. What percentage of your income will be left for saving?
   Less than 10%
   Between 10 - 30%
   Over 30%
   

5. What is your preferred retirement age?
   45 - 55
   55 - 65
   Over 65
   

6. Do you have any monetary reserves for future needs in case of emergency? If yes, how much?
   Yes, more than 12 months of total salary
   Yes, worth less than 3 months of total salary
   No, I don't have any savings
   

7. Have you ever invested in funds, foreign exchange, stocks or futures?
   Yes, but I am the beginner, only have less than one year experience
   Yes, I am an experience investor, with more than 3 years' experiences
   No, I have no experience and I don't want to invest
   

8. Do you have any insurance coverage?
   No, I don't need insurance because I think my family is financially protected even with me
   Yes, my whole family is under full protection
   Yes, I have an insurance policy for myself
   

9. Do you regularly keep records of your daily expenses?
   Yes, I do it everyday
   Yes, but only sometimes
   No, I never
   

10. How many family members' cost of living you have to bear?
    More than 4
    Between 1 to 3
    None
    

The results of this financial goal calculator are for comparison purposes only. Please note that this is only an illustration and is being provided for you as reference. We cannot be liable in any way of errors which may occur. For further information, please contact our Client Service Department at 2317 7330.