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.

1
Provide some basic details. If you'd like investment advice, then answer a brief risk questionnaire
2
Tailor the portfolio to your risk and income preference. Customise your ethical exclusions
3
Review your indicative portfolio. Change your answers to the prior steps at any time, obligation-free

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