Six questions. Your Foundation Portfolio.
Answer honestly — there are no right or wrong answers. Your recommended allocation follows from what matters: your horizon, your goal, and your comfort with market movements.
01
How would you like to invest?
Systematic monthly, or a lumpsum deployed gradually via STP
02
How much would you like to invest?
Choose your investment amount
03
What is your age?
Age shapes your default allocation
04
How long can this money stay invested?
Longer horizons unlock more of the AAA framework
05
When would you want regular income from this?
Income timing takes priority when set
06
If markets drop 20%, what would you do?
Be honest — this shapes your allocation
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