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Chapter 6Level 4: Growing your wealth

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Learn your risk appetite and the investment options open to Filipinos.

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Your risk appetite

Risk appetite is how comfortable you are with the ups and downs of investing. Some people are okay with big swings in their investment value. Others prefer slow and steady growth. Knowing yours helps you choose investments that match your comfort level. Answer each question honestly.

Risk appetite questionnaire

1. How would you feel if your investment dropped in value by 20%?
2. What is your investment goal?
3. How long can you keep your money invested?
4. How would you feel if your investment went up and down every day?
5. If you suddenly needed money, where would you get it?

Answer all 5 to see your result. 0 of 5 done.

Reading your results

  • What does my result tell me? How much up and down you can live with. It doesn't tell you which investment will earn the most.
  • What needs my attention? Whether your result fits your timeline. Money you'll need within a few years belongs in low-risk options, even if your quiz says you're aggressive.
  • What should I do next? Pick one option from your result, learn how it works and how to withdraw, then start with a small monthly amount.

Free Risk Appetite Quiz

Take the longer version on planwealth.ph, or copy the Google Sheet.

Try the free toolCopy the Google Sheet
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