The Art of Financial Advice | Nucleus Investment Insights

 Nucleus Wealth’s Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice

On the agenda:

  • When do you need advice?
  • What can advice offer you?
  • What is the process for advice?
  • What options are there for advice?
  • Why pay for ongoing service?
  • The evolution of advice has begun!

View the presentation slides

More webinars


Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.

 

Subscribe on itunes

Subscribe on Spotify

Subscribe on Google Podcasts

 

—————————————

Tim Fuller is Head of Advice at Nucleus Wealth.