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Personalised portfolios for engaged investors

The Nucleus Wealth Solution

Personalised investment management.


piggy-bank-2-e1681445443614 Super investments: personal super and SMSFs

check-mark-e1681446123493 Non-super investments: individual, joint, company and trust

scale-e1681446705170 Super investments: personal super and SMSFs

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Direct Indexing

Direct indexing lets you personalise passive investments. Like an ETF made just for you:

check-mark-e1676956927605 Choose the index(es) you want to invest in.

check-mark-e1676956927605 Personalise that index(es) with our sreens and tilts.

check-mark-e1676956927605 Submit your application, and fund it.

Active Investment Management

Nucleus Wealth’s active investments philosophy is that high-quality assets at reasonable prices provide the best investment outcomes for investors.

check-mark-e1676956927605 Multi-asset and Australian and international equity investment options.

check-mark-e1676956927605 Personalise these with all our screens and tilts.

check-mark-e1676956927605 Minimum investments start at $10,000.

check-mark-e1676956927605 Use our digital advice to find out the best mix of Nucleus Wealth investments for you.

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Why Choose Nucleus Wealth
As Your Investment Manager?

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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.

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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.

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Built For Transparency

View your entire investment portfolio in your investment portal, outlining your asset weightings, which stocks you own and why.

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Active & Passive Investment Solutions

Offering both actively & passively managed investment portfolios, we provide a wealth management solution best suited to your goals & preferences.

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Change Your Preferences Anytime

Update your portfolio anytime & anywhere for your ethical2, risk & income preferences. Deposit or withdraw anytime through a simple bank transfer.

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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.

Join the hundreds of Australians in control of their personalised future

Find out what your personalised investment could look like in 10-20 minutes – free and commitment free.

Not Ready To Invest?

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Get in Touch

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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Sign Up

Sign up for Nucleus Wealth Updates.