Frequently Asked Questions

Reap Wealth Management is an investment advisory firm providing portfolio management, options advisory, and investment consulting services. Its approach is built around each client’s goals, investment horizon, risk profile, and circumstances.

To get started, a prospective client simply fills out the consultation form. Our team then reaches out to understand the client's objectives, current circumstances, and the type of support they're considering.If there's a suitable fit, Reap Wealth outlines the next steps, scope of service, and relevant documentation.

Yes, the consultations are confidential and carry no obligation to proceed.

Service availability depends on the client’s location, eligibility, the type of service requested, and the licences, registrations, or authorisations applicable in the relevant jurisdiction. Not every service is available to every prospective client.

Yes. Reap Wealth may review an existing portfolio as part of an initial discussion or consulting engagement. A review does not require a client to transfer assets or begin an ongoing management arrangement.

Following the consultation, Reap Wealth may request further information to understand the client’s objectives, financial circumstances, investment experience, and risk profile.Where appropriate, it will provide information about the proposed service, fees, disclosures, and onboarding process before any engagement begins.