Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Our client offering suits individual and SMSF clients looking for professional funds management without the added middlemen usually found in financial advice relationships. Because of this fact we can offer direct, actively managed local and international share portfolios, priced all in for about 1%pa. (1.3% in super) Through the provision of low cost, actively managed discrete share portfolios we aim to give our clients a superior, fully featured investment solution to help them tailor how they invest to suit their personal appetite for risk and reward, ethical preferences and in turn realise their financial goals and objectives faster.
Reviews
4.5
out of 5 starsCharles
75+ years old"We use Nucleus Wealth because of its ethical standards and good performance. We are entirely satisfied with its structures and its communicative procedures."
19 February 2019Richard
25-35 years old"Nucleus Wealth offer a great product with outstanding dashboarding tools that allow investors to drill all the way down into their investment and view each holding. Great customer support. Strongly recommend."
19 February 2019David
36-45 years old"The Nucleus Wealth offering from risk profile assessment and platform asset management is incredibly easy to use. The customer support is responsive, informative, polite and caters to a wide group of investor experience. The service overall has exceeded my expectations and proven the benefits of an active fund manager in these uncertain times. I'm very happy with how the fund has been managed and re-balanced over the period I've been invested and would certainly recommend Nucleus to friends and family. "
20 February 2019Jason
36-45 years old"Nuclear Wealth aligns well with my investment thesis, had great customer service and communicate often through interesting podcasts."
15 April 2019Patrick
46-55 years old"Nucleus Wealth was relatively easy to use. The customer support options were quite good. Nucleus Wealth's service generally met my expectations. I would definitely recommend it to friends."
15 April 2019Virginnia
46-55 years old"Nucleus Wealth was very easy to use, the support team is great and happy to answer any questions. They exceeded expectations and I would recommend their service."
03 July 2019Russell
25-35 years old"Nucleus Wealth was easy to use, though the charting options were not straight forward. The customer support was excellent. I would definitely recommend it to friends. "
03 July 2019Dave
36-45 years old"Fund performance was excellent during challenging conditions. For me it was an excellent alternative to most domestic (AU) investment options such as ASX, and as such really helped to diversify internationally and minimise risk. Staff have been easy to communicate with. I was also pleased to make use of the ethical & environmental filters. "
13 August 2019Jarek
36-45 years old"The team has been very helpful and accommodating with my needs. Have recommended it to friends. "
30 August 2019Edward
25-35 years old"Nucleus Wealth is very easy to use and extremely transparent, not to mention consistently market beating performance. I can see the exact amount of every share/investment owned in my account, combined with low fees and a very clear communication of their investment strategy. I am also a member of the affiliated Macro Business, and the regular Nucleus Wealth video updates on the economy in general and more specifically how that has recently impacted their investment decisions is very insightful. Would and have recommended to friends and family."
07 October 2019Christy
36-45 years old"Nucleus was very easy to use and I highly recommend the ethical options."
09 November 2019Terence
36-45 years old"Excellent fund, customer service, performance and staffing. Would highly recommend to anyone. "
29 January 2020Glenn
46-55 years old"Hassle free way of investing and good insights of the macro environment depending on your view of things."
02 March 2020Anthony
66-75 years old"I was very pleased with the financial results and the overall service"
13 August 2020Richard
36-45 years old"Great tool and great ethical team of guys trying to do the right thing. Unfortunately they are not great investors, and I have lost money as a result."
10 November 2020Andrew
56-65 years old"The online Nucleus Wealth Portal works well and, given a little time, is easy to understand. I have experienced personal attention from Nucleus Wealth which is in a different league to any other online wealth management provider I have engaged with. The overall performance has exceeded all benchmarks I compare it to. Highly recommended"
20 May 2021Philip
46-55 years old"Nucleus Wealth stood out head and shoulders above alternative options. They are consistently helpful, transparent and responsive. You are never left feeling like a number. The transparency, low fees and prudent risk-aversion elevate our confidence in their ability to perform. Highly recommended. "
07 December 2021Caroline
56-65 years old"Nucleus Wealth adviser tool was very easy to use. Investment strategies for my portfolio managed through Nucleus Wealth were based on my self-assessed risk profile. I was able to tweak this for shorter term self-management by selecting a 'cash' and/or pure equities option on the basis of self-assigned percentages. However, change of mind during the allocation process led to initial reports generated prior to final submission which may have been due to user issues when the 'back' button was employed. The option of divesting 'tactical' management to Nucleus advisers with regards an Accumulation or Growth portfolio was provided, again allowing percentage allocation. The ability to view transparency of the allocations as well as the resulting record of individual transactions administered by the separate broker facility was very empowering. "
22 February 2022Scott
36-45 years old"I moved from one of the big name Super funds 3 years ago to Nucleus Wealth as I was aware Nucleus are investor focused. They have a fantastic platform that shows daily performance since joining and the current holding values. You can't choose exactly what shares to invest in, but can exclude an array of sectors (including overseas) if you wish, which is a great feature. You can also choose passive investment (or a percentage of your portfolio) if you wish to save on management fees. Nucleus Wealth is highly recommended for someone that wants absolute transparency in their Super."
28 March 2022Jacqui
56-65 years old"I found the customer support reliable and easy to access."
04 April 2022Margaret
75+ years old"I have been with Nucleus Wealth (in a small way) since its inception. The customer service has always been good, lately excellent, and the new website will make it an even more positive and user friendly experience. I would recommend it to friends. "
05 April 2022Ian and Susan
66-75 years old"Nucleus Wealth is a great option for wealth management. It is affordable and user friendly. We appreciated the ethical overlay in our investment choices. Everything was transparent and it was always easy to speak to our adviser. Their weekly podcasts were always informative. I would definitely recommend them. "
07 June 2022adam
36-45 years old"Overall i am very happy with Nucleus Wealth, the customer support was excellent. Based on my experience I have confidence in using Nucleus Wealth's investment services."
14 July 2022Nick
46-55 years old"I like the flexibility and transparency of the Separately Managed Account approach. Great customer support from Aileen when I had some challenges with my rollover."
23 March 2023Videos
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Article coverage:
Key information
- Category
- Saving
- Investing
- Superannuation
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Financial plan produced?
- Yes
- Fee structure
- Fees Based On Value of Assets
- Is there a free trial?
- Not Applicable
- Customer support
- Phone
- FAQ
- Date founded
- 1/1/2017
- Company website
- Visit site
Start using Nucleus Wealth