Singapore's investor profiling tool
— RPQ + Needs Analysis in one session
~10 minutes · 25 questions across risk, cash flow, and behaviour. Get your investor archetype, an 8-dimension score breakdown, and a personalised wealth target plan — built for Singapore’s CPF, SRS and savings landscape.
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
A six-factor risk profile questionnaire — five questions here, plus the horizon from your wealth target — and 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
The full Personal Investment Brief is included at no cost. No card, and no date it stops.
- ✓ 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 (4 rules from your answers)
- ✓ ⑥ Priority action checklist with real numbers
Walk through the assessment — get the complete client report.
A digital Financial Needs Analysis covering the same ground as the Financial Wellness Assessment and your firm's FNA, RPQ and CKA checks. Sit with your client, key in answers, and get a suitability sheet, archetype, and personalised report — ready for your file.
Generate Your Consultant 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.