3-in-1 Questionnaire

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myFIRE Roadmap · Part 1 of 3 · Personality

DISC Personality Questionnaire

Please choose the option (A, B, C, or D) that best describes your usual behavior.

Name: Date:

	Dominance	Influence	Steadiness	Compliance
Count	—	—	—	—

myFIRE Roadmap · Part 2 of 3 · Investment Suitability

Investment Suitability Assessment Form

This form will guide you in choosing the unlisted capital market products that suit your investment objectives, risk tolerance, financial profile and investment experience.

Section A. Investment Objective

What is your investment objective? (you may choose more than 1 answer)

How many years of investment experience do you have?

My investment experience pertains to (you may choose more than 1 answer)

Section B. Experience & Current Investment Portfolio

Total score: — / 44

Category: —

My own self-assessed risk profile (before seeing the score):

Score Range	Category	Description
11–18	Conservative	Prioritizes capital preservation and stability; comfortable with minimal risk and lower potential returns.
19–25	Moderate	Leans toward safety, willing to accept modest risk in exchange for modest growth.
26–32	Balanced	Comfortable with a mix of risk and return, balancing growth with capital protection.
33–38	Growth	Willing to accept higher volatility in pursuit of stronger long-term returns.
39–44	Aggressive	Highly risk-tolerant, prioritizes maximum growth potential and can withstand large fluctuations.

1. Reference Purpose Only. This risk profiling tool is designed as a reference point to support the design of an investment portfolio within the myFIRE Roadmap.

2. Not Absolute or Binding. Your investment portfolio will be developed holistically. This result alone does not dictate your portfolio allocation.

3. No Guarantee of Outcomes. All investments carry risk, including potential loss of principal. Past performance is not indicative of future results.

4. Client Responsibility. Final investment decisions rest with you, the client. The myFIRE Coach provides professional guidance as a licensed financial advisor in Malaysia.

5. Regular Review Required. It is recommended to review your risk profile and portfolio at least annually, or when significant life events occur.

Client Agreement. I, the undersigned, acknowledge that I have answered the above questions truthfully; that this risk profile is a reference only to assist in designing my investment portfolio under the myFIRE Roadmap; that final investment decisions remain my responsibility and all investments carry risk, including possible loss of capital; that my myFIRE Coach provides professional advice within the scope of a licensed financial advisor but does not guarantee returns; and that I will review my portfolio and risk profile regularly with my myFIRE Coach.

I have read and agree to the Client Agreement above.

Client Signature (type full name):

myFIRE Roadmap · Part 3 of 3 · Core Values

Personal Core Values Questionnaire

myFIRE Roadmap — Step 1: Clarity. Choose the values that are important to you and rank them, starting from 1 as the most important.

Other values important to me:

Your Financial Behavior — Full Report

Part 1 · Personality (DISC)

Part 2 · Investment Suitability

Part 3 · Core Values

PUTTING IT TOGETHER
Personality shapes how a client makes decisions, risk profile shapes what kind of portfolio fits, and core values shape what the plan is actually for. Together, these three give a fuller picture than any one alone. This report is a reference point to support the design of a financial plan and does not dictate final allocation — final decisions rest with the client.

MyFinPersonality