Can I have multiple portfolios with True Wealth?
No. If you are investing for yourself, we do not recommend spreading your investment across multiple strategies. We will implement your portfolio with a broadly diversified strategy that best suits your risk tolerance and financial goals as a whole. Any Pillar 3a deposits also fall under this holistic investment strategy.
If you have more than one savings goal, you can access your money at any time with free withdrawals.
If you wish to invest money from other family members, they must open their own True Wealth account. Please note that we do not currently support accounts for minors, but we are in the process of developing children's portfolios.