Achieve Financial Peace of Mind
Premium investing made simple
Investing doesn’t have to be challenging or time consuming. At Nucleus Wealth we combine world-class investments, leading technology and the human touch to make sure investing is simple, quick, personal and affordable.
We’re here to make sure all your questions are answered along the way. Book a complimentary call with one of our financial advisers today
The Nucleus Wealth Solution
Nucleus Wealth was created to bring premium wealth services to all Australians. We want to give everyone the opportunity to plan for their future so they can live securely and guilt free in the present.
How it works
Access:
Help us help you by creating an account with our online onboarding portal
Select from a range of account types, and begin customising your portfolio!
If you’re unsure which investment is right for you, we offer free investment advice during our onboarding process. Alternatively you can book a call with us to discuss your options.
We do this through a brief questionnaire which takes into account your investment timeframe, risk tolerance and experience, which will ensure that you are invested appropriately
Based on these answers, we tailor a suggested portfolio specific for you, which you can utilise or edit before finalising your investment.
Why Choose Nucleus Wealth
As Your Wealth Manager?
Your Investment, Your Ethics
Create and apply your ethical preferences to a portfolio in just 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 stocks, cash and government bonds.
Change Your Preferences Anytime
Update your portfolio anytime & anywhere for your ethical, risk & income preferences. Deposit or withdraw anytime through a simple bank transfer.
Security you can trust
At Nucleus Wealth all your investments are held safely and securely in your name by global custodians J.P. Morgan, HSBC and ANZ.
Praemium is the administrator of your investment (instructs the trading and reporting for your investment), and Nucleus Wealth is the investment manager (instructs which investments to buy and sell).
This structure is set up to make sure your investments will always be your investments, no matter the financial situation of any of these parties. It is the gold-standard of investment security worldwide.
Investment Suitability Calculator
Check which investment option is best for you and your goals with our Investment Suitability Calculator
Investment Philosophy
Nucleus Wealth’s investment philosophy is to invest in quality assets at a good price.
We focus on these because these provide the greatest returns over time, and also the least swings and roundabouts on the way there. What this means in practice is that our funds should outperform falling markets, follow rising markets, but slightly underperform red-hot markets.
If you’d like to explore how you can use the Nucleus Wealth investment philosophy in your investment portfolio, you can get in touch with us for a complimentary phone call with one of our financial advisors.
Learn how we’ve helped investors just like you
From First Homebuyer, to Market Watcher, to Stay Home Parent, whatever your personal situation, we’re here to help you learn how to best invest!
Check out these profiles on how we’ve helped our investors in a range of unique situations achieve financial peace of mind.
Awards & Nominations
Not Ready To Invest?
Get In Touch
Book a complimentary call with one of our financial advisors to discuss your options.
Book A Call Now
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.
Wealth Management Resources