Who are the Wealth99 Specialists?
Wealth99 Specialists are a team of digital asset experts available to provide free, no-obligation guidance and support. Carefully selected for their cryptocurrency experience, they are ready to answer your questions and offer personalised assistance. While they are not financial advisors or wealth coaches, these specialists possess in-depth knowledge of digital assets to help you navigate the evolving financial landscape and simplify the process.
What can I expect from a Wealth99 Specialist?
A Wealth99 Specialist understands the challenges you face in the crypto space and offers personalised support to help you overcome them. As experts on the platform, they provide tailored guidance and insights to address your specific questions. Their goal is to ensure that you feel confident and informed in your investment journey.
How can I qualify to receive assistance from a specialist?
To qualify for assistance from a Wealth99 Specialist, your average portfolio balance must exceed AU$ 5,000.00. To confirm your eligibility, log in to your Wealth99 account and navigate to the 'My Specialist' tab under the 'Account' menu. Here, you can easily check if your portfolio meets the required balance. If you are eligible, you will have the opportunity to connect with a specialist. If not, the system will inform you, and you can revisit your eligibility status as your portfolio grows.
What happens if my portfolio fluctuates and falls below AU$5,000 after I’ve been connected to a specialist?
Once assigned a Wealth99 Specialist, your connection remains secure, regardless of fluctuations in your portfolio value. Even if your portfolio falls below AU$ 5,000, you’ll still have access to your specialist and their support. This ensures you receive consistent guidance, no matter the market conditions.
Can I switch specialists in the future if needed?
Yes, you can change specialists if your current assignment does not align with your needs or expectations. The process is straightforward: once you select a new specialist and submit your request, the change will be finalised upon their acceptance.
Which platform offers access to Wealth99 Specialists?
Currently, only accounts registered with Wealth99 Australia are eligible to connect with a Specialist. Wealth99 Global is not available at this time.