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To join Wealthwise you must contact demo@wealthwise.co.nz
The process to join is;
- Receive access to the Wealthwise Demo Site
- Choose to join
- Receive and complete your license agreement and information sheet
- Pay your set up cost
- Receive your Advisor login – you are ready to go
Viridian is the trading entity that owns Wealthwise®
There are 2 fees that are applicable to Advisors;
- Set up Fee - $200 plus gst per Brand/Logo and $300 plus gst per individual Advisor
- Monthly License $250.00 plus gst per month