What does having a dedicated Wealth Advisor with StashAway mean?
As an accredited investor ("AI"), you will be assigned a dedicated Wealth Advisor ("WA") from our Wealth Advisory team who will be available to take you through the range of products and services available to you as an AI.
Together with your dedicated WA, we will take a holistic view of your investment portfolios (both within and outside of StashAway) with the goal of ensuring that your portfolios remain well-diversified. We will also help you ensure that you remain on track to reach your investment and wealth goals.