Premier and Elite members can book one-to-one Wealth Management Meetings with a Calamatta Cuschieri Wealth Management expert and/or the Chief Investment Officer.
The number of meetings available each calendar year depends on your tier. For the current annual entitlement, visit the Moneybase Club page.
Wealth Management Meetings are not included as a Select benefit.
How do I book a meeting?
Meetings are subject to availability and should be booked reasonably in advance.
Contact Moneybase to request a meeting. We will help you arrange it based on the availability of the relevant Wealth Management experts.
Do unused meetings carry over?
No. Unused Wealth Management Meetings:
- Do not carry over into the following calendar year
- Cannot be transferred to another person
- Cannot be exchanged for cash
Is a Wealth Management Meeting investment advice?
A Wealth Management Meeting is a personal consultation.
Where investment advice is provided during the meeting, it is subject to the applicable Calamatta Cuschieri advisory terms and relevant regulatory requirements.
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