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Aanstreet Finance is a world – class Financial and Tax Advisory Group with a dedicated team of finance and investment professional.

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Risk Tolerance & Investment Portfolio Diversification Assessment

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Name *
Gender *
Age *
Profession *
Education *
Marital status *
Number of Children (if any)
Email *
Phone number *

Your Investment Time Frame

1. In approximately how many years do you expect to spend money you’re investing? *
2. Do you expect to withdraw more than one-third of the money in this account within seven years (for a home purchase, college tuition, or other major need)? *
Subtotal for Question 1 and 2 (Subtotal A): 
0.00

How does this investment fit into your total financial picture?

3. Approximately what portion of your total “investment assets”- cedi amount of the investments you currently have –will this investment represent? *
4. Which ONE of the following describes your expected future earnings over the next five years? (Assume that inflation will average 15%)? *
5. Approximately what portion of your monthly take – home incomes goes towards paying off instalment debt (auto loan, personal loan, etc) other than a home mortgage? *
6. How many dependents do you have? ( Include children you continue to support, spouse , elderly parents, etc) *
7. Do you have emergency fund? ( savings of three to six months after-tax income) *
8. If you expect to have other major expenses ( such as college tuition, home down payment, home repairs, etc)? *

Your Personal Risk Tolerance

9. Have you ever invested in individual bonds or bonds mutual funds? *
10. Have you ever invested in individual stocks or stock mutual funds? *
11. Which ONE of the following statements best describes your feelings about investments risk? *
12. If you could increase your chances of improving your returns by taking More risk, would you: *
Subtotal for Question 1 and 2 (Subtotal A):  
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Subtotal for Question 3 through 12 (Subtotal B): 
0.00


Your Risk Tolerance & Investment Portfolio Diversification Assessment

Total Score (A - B):  

0.00

NB: If you would like to share your Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment test score with us for our assessment, please (State your Name, Age, Profession, Educational level). Please WhatsApp to 0265424487 with the subject: Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment or email your score to info@aanstreetfinance.com or aanstreetpersonalfinance@gmail.com with the subject: ARTIPD–ASSESSMENT. For more information or to set up a time to visit our professionals, please call 0265424487 0r 0506397405 or send an email to the same address or Click on the CHAT button at end of the assessment.

Financial Stress And Investment Mistakes Test

Scoring Key
  • Yes – 3 points
  • Not Really – 2 points
  • No – 1 point
  • Financial Challenges – 1 point each
NB: Please we encourage you to be HONEST as much as possible to enable us appreciate the outcome and prescribe solutions.
Name *
Gender *
Age *
Profession *
Education *
Email *
Phone number *
1. Does your personal financial problems stress you? *

2. Which of the under-listed financial problems stresses you? *
3. Do you have appetite for investment with high returns or high interest rates? *
4. If you lose 50% or 70% or 100% of your investment in any financial instrument or any business venture would it affect your very survival and stress you financially? *
5. In your period of financial stress does it affect your output or performance or commitment at work or what you are passionate about? *
Your Financial Stress and Investment Mistake Test:
0.00

NB: If you would like to share your Financial Stress and Investment Mistake Test score with us for our assessment (State your Name, Age, Profession, Educational level), please WhatsApp to 0265424487 with the Subject: Financial Stress and Investment Mistake Test Score or email your score to info@aanstreetfinance.com or aanstreetpersonalfinance@gmail.com with the Subject: Financial Stress and Investment Mistake Test Score. For more information or to set up a time to visit our professionals, please call 0265424487 or 0506397405 or send an email to the same address or Click on the CHAT button at end of the survey..

Aanstreet Financial Wellness Assessment

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Scoring Key:
Yes – 4 points
Not Really – 3 points
No – 2 points
Is it important? – 1 point
NB: Please we encourage you to be honest as much as possible to enable us appreciate the outcome and prescribe solutions.
Name *
Gender *
Age *
Profession *
Education *
Marital status *
Number of Children (if any)
Email *
Phone number *
1. Do you keep organized financial records and can you find important documents easily?
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2. Do you balance your cheque book regularly? *
3. Do you have a written plan (budget) for spending and/or saving money? *
4. Do you have at least 3 months expenses set aside in a readily accessible (liquid) account? *
5. Do you and your spouse (if applicable) have a Current Will? *
6. Do you know the amount of debt that you have? *
7. Do you have insurance to cover “big” unexpected expenses resulting in the loss of health, property or life? *
8. Do you save regularly for long-term financial goals, such as education for your children, a house or retirement? *
9. Do you have a retirement account (other than an employer sponsored pension plan-SSNIT Tier 1 & 2, Provident Fund, Voluntary -Tier 3)? *
10. Do you know how much is in your retirement account(s)? *
11. Do you increase your savings when you receive a salary increase? *
12. Do you know where and how your retirement monies are invested? *
13. Do you have money spread across more than one type of investment (stocks, bonds, mutual funds, T-Bills, Fixed Deposit etc.)? *
14. Do you know what your net worth is? *
15. Do you know how to calculate your net worth? *
16. Have you made financial mistakes within the last 3 years? *
17. Do you know that your decisions can impact your personal net worth? *
18. Do you know that a financial plan can guide you to achieve your financial goals? *
19. Do you have a financial plan? *
20. Have you ever spoken to a financial coach or advisor regarding your finances? *
Your Financial Wellness Results:  
0.00

NB: If you would like to share your financial wellness score with us for our assessment(State your Name, Age, Profession, Educational level), please WhatsApp to 0265424487 with the subject: Financial Wellness Assessment Score or email your score to info@aanstreetfinance.com or aanstreetpersonalfinance@gmail.com with the subject: Financial Wellness Score. For more information or to set up a time to visit our professionals, please call 0265424487 0r 0506397405 or send an email to the same address or Click on the CHAT button at end of the assessment.