Blog Posts

We have relocated !
Come drop by and say hi !  We are now located 9 / 401 Collins Street in the new WeWorks
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Your New Client Portal
 After 4 months of development, we are proud to release our cutting edge client portal, giving you unprecedented insight
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How to – Nucleus Insights Podcasts
We have had a number of queries from our customers about how to listen to podcasts, and so we put
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A structural problem at the heart of financial planning
Financial planning has long had two major problems, and the intersection of the two problems is where the action is.
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10 Lessons from Henderson Maxwell’s Royal Stuff-up
Yesterday’s Royal Commission had all the elements for some great headlines: a celebrity taken down,  a $500,000 stuff up, impersonating clients and fake degrees.
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Tough day in the Royal office for Henderson Maxwell
A gripping day in the ongoing Royal Commission on Tuesday that saw the focus on poor advice shift from the
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Performance Reports

May Performance
May continued to see positive returns across our portfolios,  our Australian fund was up 2% and the rest were up
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Nucleus Relative Performance
April Performance
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up
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March Performance
March was a shocker for the ASX with the ASX200 down over 4%. Investors in our tactical funds did much
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February Performance
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
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January Performance
January Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
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Nucleus December Performance
December Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
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Webinar Library     

Nucleus Insights : Quality Counts | Quant Rocks 2/4
This episode on Nucleus Insights, Quant Rocks are back for our second episode to our four part series. Hear from
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Nucleus Insights : State of the Nation
On this episode of Nucleus Insights, State of the Nation will have Leith Van Onselen joining us as he walks through the hidden
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Nucleus Insights : GFC 2.0 – The Italian Job
On this episode David Llewellyn-Smith, Damien Klassen and Tim Fuller walk through recent events happening in Italy.  Will this be
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Nucleus Insights : The Future of Financial Advice
On this episode of Nucleus Insights Damien Klassen and Tim Fuller take a look at what remains of the Financial Advice
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Nucleus Insights : Ethical Impacts on your Bottom Line.
On this episode of Nucleus Insights David Llewellyn-Smith, Damien Klassen and Tim Fuller take a look at ethical investment.  How
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Nucleus Insights : Aussie Dollar Doomed ?
Catch up on the falling dollar, hear from David Llewellyn – Smith, Damien Klassen and Tim Fuller. As we take
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Podcasts  

For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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