Singapore's MAS-aligned investor profiling tool
— RPQ + FAA-N16 in one session
~10 minutes · 32 questions across risk, cash flow, and behaviour. Get your investor archetype, an 8-dimension score breakdown, and a personalised wealth target plan — grounded in Singapore's MAS framework.
A structured self-assessment — your full investor picture in one session
Reality Check & Cash Flow
Monthly income, expenses, and emergency fund. We auto-calculate your financial runway, savings rate, and monthly balance — giving you the numbers most people never look at together.
Wealth Target Plan Calculator
Set your wealth target, target age, and expected return rate. We compute the required monthly investment live — no spreadsheets needed.
Risk Profile & Behavioural Deep-Dive
The 6-question MAS-aligned RPQ, plus optional intensity stress tests that reveal the gap between your stated and actual risk tolerance.
Your Investor Archetype & Profile Report
Get your archetype, 8-dimension score breakdown, personalised strategy insights, and a wealth target plan summary — ready to act on.
Free profile · Full playbook FREE during early access
🎉 Early access — the full Personal Investment Brief is unlocked at no cost while we're in launch.
- ✓ Full archetype reveal with tagline
- ✓ 8-dimension score breakdown
- ✓ Personalised risk narrative
- ✓ Wealth target plan summary
- ✓ 2 key strategic insights
- – Wealth target feasibility analysis
- – Singapore investment vehicle shortlist
- – Priority action checklist
- ✓ Everything in Free
- ✓ ① Wealth target feasibility + PMT scenarios
- ✓ ② Asset allocation model for your RPQ band
- ✓ ③ Singapore investment vehicle shortlist
- ✓ ④ Timeline & market positioning guidance
- ✓ ⑤ Behavioural rulebook (6 rules from your answers)
- ✓ ⑥ Priority action checklist with real numbers
Clarity that changes how you invest
"The intensity stress tests were genuinely confronting. I thought I was a long-term investor — turns out my discipline score said otherwise. That gap alone was worth the 7 minutes."
"My FA sent me this before our first meeting. By the time we sat down, she already understood my risk psychology better than advisors I'd worked with for years."
"The CPF/property concentration question hit differently. I had never explicitly calculated how illiquid 67% of my net worth actually is. The profile report reframed my entire strategy."
Testimonials may be edited for clarity and privacy. Portfolio figures are approximate and self-reported.
Walk through the assessment — get the complete client report.
A digital Financial Needs Analysis aligned with the Financial Wellness Assessment and MAS FNA / RPQ / CKA requirements. Sit with your client, key in answers, and get a suitability sheet, archetype, and personalised report — ready for your file.
Generate Your Advisor Link
Personalised URL for your client sessions.
Your investor identity is waiting
Most investors don't have a framework. They have opinions. This changes that.