What happens when I meet with a Wealth Manager?
You’ll have several meetings with your Wealth Manager so they can get to know your personal goals and circumstances and explain how ASB’s Wealth Advisory Service works.
If you want to continue, they’ll develop an investment plan that includes recommendations for financial products and services. Please see our What a Wealth Manager can do for me guide for more detail on the wealth advice process.
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
Yes, subject to the recommended investment product or service criteria. Please refer to the ASB Investment Funds Product Disclosure Statement ...