Samuel Kerr

Nucleus Wealth

Silver
4 Yrs Experience
Melbourne, VIC 3000
My primary purpose is to do what is right for YOU and your situation. Everything I do is based on my core values of honesty, integrity and respect.  I help people of all ages and at all stages of life and I am certain that whoever I engage with I can create value for and put them in a better position financially.  I have worked as a Financial Adviser and Mortgage Broker (not currently) for many years so I have a deep understanding of personal finances. I am in a strong financial position personally and I practise what I preach. I enjoy sharing what I have learnt and helping people on their journey of becoming financially successful and achieving their goals. My particular passion is investing and utilising compound interest. I believe the fundamentals of wealth creation and good money management do not change and I love sharing sound advice with people that want and need it. I am paid a salary so therefore I’m not conflicted to recommend something that pays a commission and is not in your best interest. I really enjoy working for such an innovative company that has clients best interests at the core of everything we do. I have a growth mindset and I like to always be learning and evolving. I am currently upskilling to the Masters in Financial Planning and have 2 papers to go. I believe this is the hallmark of a true professional and feel this will complement my skillset and real-world experience perfectly. Feel free to book a no obligation meeting with me at Nucleus Wealth on 1300 623 863.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Nucleus Wealth we do not charge for financial advice, we do this to keep costs down for you. However, we do charge an annual management fee ranging from 0.11% to 0.64%p.a. depending on your portfolio. There is also a platform fee dependant on your balance., which decreases as your balance grows. We do not charge a performance fee. See the link below for more details and please review our Financial Services Guide for more information. https://nucleuswealth.com/articles/performance-fees/

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 10
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Nucleus Wealth

Level 5, 447 Collins St
Melbourne, VIC 3000

Licensed by

Nucleus Advice Pty Ltd

AFSL 515796

4.85
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"From our first conversation Samuel, has a professional attitude with a keen interest on what I was saying and wanting to put into place. During our process, Samuel kept me in informed to know what he was researching for me to have a package complete to my needs. He kept a very professional manner, with also having an interest in our current lives personally, which gave us a great sense of trust and security. He offered various options and solution to consider, which again showed his interest in what I was looking for and with full explanations to each sector."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Sam was very professional. We felt comfortable that he is working in our best interests. He was prompt with replies to any enquiries, and very friendly. We would happily recommend Sam to others."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thank you so much Sam. You have been highly professionally and just lovely to deal with. I am very happy with the outcome of our meetings and have already recommended you to a couple of my close friends and family members. Look forward to catching up next year."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samual helped me improve my superannuation investment and maximise my returns. I now feel confident that my super is growing and in a good position for when it comes time to retire."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I found Samuel to be very helpful and knowledgeable in working through changing/consolidating my insurance and recommending better options for my superannuation. Well presented and prepared."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samuel has given my husband and myself valuable information and advice, including Superannuation fund and Pension. Samuel always has our best interest at heart and explaines eveything in a way that we can clearly understand. Samuel is hardworking, honest and knowledgeable, his experience and dedication to his clients is very reassuring. We feel extremely confident with the advice he gives us and feel it is right for our needs. We always receive Samuel's full care and attention whenever we need it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samuel gave us advise with our superannuation and life insurance. Samuel presented everything to us very professionally and explained it all clearly. He was glad to answer any question we had regarding our policy's confidently. Samuel was extremely flexible and fitted in with our busy work schedule. We felt very assured in following Samuel's professional recommendations and are exceedingly happy with his service."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam really helped me understand how I was invested and how to make smarter choices with my money. He helped me save on fees within Super and showed me the benefits of investing for the long term. I highly recommend Sam to others that want someone who is honest, trustworthy and really wants to help you. Thanks Sam"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hi, Sam was instrumental in helping my girlfriend and I in securing an investment property as well as helping advise us on best practices involving investing and insurance policies. Sam went above and beyond to help secure the loan. With Sams help, advice and expertise, we got the best possible loan on offer at that time albeit with the lender being very difficult. Sams willingness to get the loan over the line was a massive help to us as we were able to secure the best loan as mentioned. I have no hesitation, and have already recommended Sam to . a number of friends and family. Kind Regards, Aaron"

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has given me advice on superannuation, share portfolio and retirement strategies which helped me to clearly understand salary sacrificing and the benefits of diversifying my shares to provide me with a long term income upon retirement. At 63yrs I am feeling my retirement will not be shaped by income restrictions. So very pleased I have Sam to guide me."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2015

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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