4.06 The Art of Financial Advice | Nucleus Investment Insights Nucleus Investment Insights

Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice

View the slides: https://nucleuswealth.com/wp-content/uploads/2021/02/Art-of-financial-advice.pdf

On the agenda:
When do you need advice?
What can advice offer you?
What is the process for advice?
What options are there for advice?
Why pay for ongoing service?
The evolution of advice has begun!

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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.

The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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