Book a Portfolio Review

A 30-minute conversation about your situation

We start with your situation. Merisis Wealth distributes PMS (managed by Merisis Advisors) and AIF products across the group. We ask questions, listen to what you are trying to achieve and give you a straight view on whether Merisis Wealth is the right fit. If we are not, we will say so.

What happens after you book?

1. 01We call you within one business day to fix a time
2. 02Your advisor reviews your details before the call
3. 03A 30-minute call about your goals
4. 04You decide the next step, if any