Who is this for?
The financial advisor consultation is available exclusively to users who opt in for a CUSP Personalised Portfolio. It is designed to help you make confident decisions about your tailored portfolio before you invest.
Prerequisite: You must complete the risk questionnaire before you can schedule a call with a financial advisor. The questionnaire is a mandatory step — it helps our advisor understand your goals, risk tolerance, and financial profile so they can provide meaningful, personalised guidance.
How to get to the consultation?
Here's the step-by-step flow to schedule your advisor call:
Open the CUSP Wealth app and select the CUSP Personalised Portfolio option.
Complete the risk questionnaire — this assesses your investment goals, risk appetite, and time horizon.
Once you finish the questionnaire, you will see a "Need a little guidance?" prompt with a "Get a free call" button.
Tap the button to open the scheduling page.
Choose between contacting us via WhatsApp or scheduling a call at a time that suits you.
How the consultation works?
You'll begin with a 30-minute call with our financial advisor.
During the session, they will:
Review your risk questionnaire results
Answer any questions about risk and goals
Explain the portfolio option that fits you best
If needed, your financial advisor can guide you further or schedule a follow-up session
Why it matters?
At CUSP Wealth, we believe building wealth is like building a strong foundation — and expert guidance helps you do it right.
A financial advisor can help you:
Understand your risk profile and what it means for your investments
Gain clarity and confidence in your portfolio choice
Make informed decisions about your financial goals
Important to know: CUSP's financial advisors provide guidance and education to support your investment decisions. They do not provide guarantees of performance or returns. Your investments always carry risk, and outcomes may vary.