Ask a Financial Adviser

See below for our adviser responses to your questions: 

Q: What is a Separately Managed Account (SMA) and how do they work?
Christopher Whaler
February 15, 2021
Q: What is a self-managed super fund (SMSF)?
Christopher Whaler
February 15, 2021
Q:  Does Nucleus Wealth have units for their portfolios, and if so, what is the price?
Christopher Whaler
February 9, 2021
Q: What is Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA)?
Christopher Whaler
February 8, 2021
Q: What is investment risk, how should I think about it?
Christopher Whaler
February 8, 2021
Q: How do I compare the performance of Nucleus Wealth to other investment managers?
Christopher Whaler
February 5, 2021