Nucleus Wealth's onboarding system generates a customised portfolio based on your preferences. This includes 3 simple steps and should only take 10-15 minutes.

Provide some basic details. If you'd like investment advice, then answer a brief risk questionnaire
Tailor the portfolio to your risk and income preference. Customise your ethical exclusions
Review your indicative portfolio. Change your answers to the prior steps at any time, obligation-free


We use this mobile number as additional security for your account.
We will never disclose your personal information to a 3rd party without your permission.