Have You Tried Our Personal Portfolio Builder?

​​​We have devised the Personal Portfolio Builder in conjunction with Morningstar to help you find out the best way to invest your money. This unique tool is completely free and you won’t have to enter any personal information to use it.

Most investments carry risk. Generally, the more risk you can accept with an investment, the greater the long-term growth you could achieve. Some people are more accepting of investment risks and have longer periods in which to ride out any up and downs in returns. Others are more concerned when their investments fluctuate in value. This is why every investor needs to have a portfolio of investments that is right for them – one that has just the right amount of risk to achieve the best long-term returns without too much to make the investor feel uncomfortable.

The Personal Portfolio Builder consists of 13 simple multiple choice questions and should take less than 5 minutes to complete. After you have answered all 13 questions, you will be presented with your personal risk profile. You will also see your recommended investment portfolio.

Our investment experts have carefully constructed a number of optimised investment portfolios which should provide excellent long-term results for each level of risk. Each portfolio is broadly diversified between different investment types and continually reviewed. You can read more about the NorthStar investment philosophy and our investment portfolios on our website.

The Personal Portfolio Builder will never replace a fully advised investment recommendation, but is a great way to run through a few quick questions to get an idea of how you should invest.

The Personal Portfolio Builder is just one of our suite of free tools. They say that the best things in life are free and that’s why we love to provide a range of free tools, services and gifts to help you better understand and make the most of your money.

If you have any questions about the Personal Portfolio Builder or would like more information or an assessment of your investments, please get in touch.