Once your average portfolio exceeds AU$ 5,000.00, you become eligible to connect with a Wealth99 Specialist. Adding a specialist to your account is simple and can be done in just a few steps:
1. In the left menu, go to Settings, then select the My Specialist tab.
2. Click Contact us.
3. A new email message will open. In your email, include the sentence: “I want to connect with a Specialist.” Our team will then review your request and match you with an appropriate Wealth99 Specialist. We aim to process all requests within 2 business days.
4. Once your specialist has been assigned, you will receive an email notification introducing you to them and outlining the next steps for your personalised support.
Is there any eligibility requirement to connect with a Wealth99 Specialist?
Yes, only accounts registered with Wealth99 Australia are eligible to connect with a Specialist. Wealth99 Global is not available at this time. If your account does not meet the eligibility criteria, you can check back on your status as your portfolio grows.