Personalised portfolios for engaged investors
It’s your future: take control
See what your investment could look like
Personalise your investmentThe Nucleus Wealth Solution
Take control of your financial future today with a personalised Nucleus Wealth investment.
Be it inside or out of superannuation, we offer all account types and the ability for you to decide how actively involved you would like to be with your investment:
Super investments: both personal super and SMSFs
Non-super investments: including individual, joint, company and trust
Personalise to your ethical beliefs or investment outlook with our screens and tilts
Choose between active and passive management of your investment
Nucleus Wealth was created to bring personalised investments to all Australians. We want to give everyone the opportunity to take control of their future.
Direct Indexing
Direct indexing lets you customise passive investments. It’s like buying an ETF that has been personalised just for you:
Start by choosing which index you would like to invest in. We offer Australian and international equities, and Australian Government bond indices.
Next, personalise your investment through ready-made and bespoke additions and exclusions.
Choose your investment amount, and
Finally, once your account is setup and funded we’ll invest in each whole or fractional share directly in your own account.
Active Investment Management
Nucleus Wealth’s active investments are managed to our investment philosophy that high-quality assets at reasonable prices provide the best investment outcomes for investors.
Multi-asset and Australian and international equity investment options.
These can be personalised with all our screens and tilts.
Minimum investments start at $10,000.
Use our digital advice to receive a recommendation regarding the most appropriate asset allocation for your Nucleus Wealth investment.
Why Choose Nucleus Wealth
As Your Investment Manager?
Personalisation
Make your investment personal to your beliefs, situation and outlook. Create and customise your investment within 10-20 minutes through our online onboarding portal.
A Safe Investment
We only invest in high quality securities to reduce risk. Your investment will only hold blue chip international and Australian shares, cash and government bonds.
Built For Transparency
View your entire investment portfolio in your investment portal, outlining your asset weightings, which stocks you own and why.
Active & Passive Investment Solutions
Offering both actively & passively managed investment portfolios, we provide a wealth management solution best suited to your goals & preferences.
Change Your Preferences Anytime
Update your portfolio anytime & anywhere for your ethical, risk & income preferences. Deposit or withdraw anytime through a simple bank transfer.
Trusted Third Party Protection
All capital is held & maintained by our platform and account providers Interactive Brokers, Praemium and Xplore Wealth. Who are backed by global custodians such as J.P. Morgan, HSBC, State Street and ANZ.
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Book a complimentary call with one of our financial advisers to discuss your options.
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Learn More
Check out our investment resources section to read our latest articles, monthly performance reports, watch our webinars and listen to our Nucleus Investment Insights podcast.
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