The art of financial advice
In today's investment webinar and podcast, 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.
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!
View the presentation slides. Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
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The information on this blog 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 is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
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