Complete your ATR anytime, anywhere!

Did you know that you can complete a new Attitude to Risk (ATR) Questionnaire via the GDA Personal Finance Portal? Why wait until you meet with your adviser, completing your ATR helps us to determine how you feel about things like investment risk and capacity for loss, and in turn means that we can better tailor our advice to you.

Select ‘View Profile’

Select ‘Your Finances’

Once ‘Risk’ has been selected, read the

information, and ‘Begin’.

From here you will be asked a series of questions to determine your risk rating, this will then be used as a basis for any advice given.

If you would like to discuss this or feel you have made an error, please make contact with us via a secure message.