Will the referring Adviser see my data and make decisions for me?

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

If you’ve linked to the referring Adviser via the NuWealth platform, they can view your investment portfolio, value and activity.

However, the referring Adviser will not be able to provide you with financial advice or guidance on the products available to you through the NuWealth platform or the underlying funds in which you invest. You remain fully in control of the product(s) you choose, and where and how you invest. To support this, NuWealth provides educational content via the Learning Hub to help you feel confident when making investment decisions.