Nucleus Wealth is a leading investment management firm in Australia, offering personalized investment solutions for a wide range of clients. With a focus on super investments, including personal super and SMSFs, as well as non-super investments for individuals, joint accounts, companies, and trusts, Nucleus Wealth allows clients to tailor their portfolios to align with their ethical beliefs and investment outlook. The firm provides options for both active and passive management, with direct indexing capabilities that enable clients to create custom passive investments akin to an ETF designed specifically for them.
At the core of Nucleus Wealth’s investment philosophy is the belief that high-quality assets at reasonable prices yield the best outcomes for investors. The firm offers a diverse range of multi-asset and Australian and international equity investment options that can be further personalized using various screens and tilts. With a minimum investment starting at $10,000, clients can leverage Nucleus Wealth’s digital advice tools to determine the optimal mix of investments tailored to their individual goals and preferences within minutes through an intuitive online onboarding portal.
Committed to providing a safe investment environment, Nucleus Wealth focuses on high-quality securities to mitigate risk, ensuring that client portfolios consist of blue-chip international and Australian shares, cash, and government bonds. By offering a comprehensive suite of actively and passively managed investment portfolios, Nucleus Wealth empowers clients to take control of their financial future. With all capital securely held and maintained by reputable platform and account providers, clients can rest assured that their investments are in trusted hands, backed by global custodians such as J.P. Morgan, HSBC, State Street, and ANZ.