Ask a Financial Adviser

See below for our adviser responses to your questions: 

Transition to Retirement strategy or a tax-saving opportunity?
Samuel Kerr
April 5, 2023
7 Things to Consider when Moving to Pension Phase in Superannuation
Samuel Kerr
March 2, 2023
Which Investment Ownership Structure to Use?
Samuel Kerr
November 7, 2022
How Nucleus Wealth fits into the financial advice landscape
Samuel Kerr
September 12, 2022
Q: How secure is my investment with Nucleus Wealth?
Shelley George
June 21, 2022
Q:  Does Nucleus Wealth have units for their portfolios, and if so, what is the price?
Samuel Kerr
February 9, 2021