What are the benefits to being linked to the referring Adviser?

Please note: the following information is intended for NuWealth clients who joined the platform via an Adviser referral.

• Eligibility Tracking: Customers who aren't currently eligible for full advice (e.g. due to the size of their investable funds) are monitored, so you can be re-engaged when circumstances change.
• Life Event Support: Linked advisers can step in quickly to provide advice when major financial changes occur (e.g. inheritance, retirement planning).
• Streamlined Transition to Advice: When a customer becomes eligible or needs advice, the handoff is efficient — avoiding the need to start over with a new adviser.
• Reinforced Relationship: Linking within the NuWealth app keeps the adviser-client relationship alive even when you don't yet qualify for full advice