Take a free financial health check, get your Personal Financial Snapshot, and — when you're ready — we'll match you with a licensed Australian financial adviser who suits your situation.
Answer a few quick questions about your goals, super, savings and comfort with risk. No jargon, no sign-up to start.
A clear picture of where you stand: your goals, your risk comfort, the gaps worth looking at, and the exact questions to ask an adviser.
When you're ready, we match you with a licensed Australian adviser suited to your situation — and your Snapshot means they start ahead, not from scratch.
US investment giants must publicly disclose their share holdings every quarter. We track the filings so you can explore them — plain facts, no hype.
The world's most famous investor. Berkshire's US share portfolio is disclosed every quarter.
Concentrated bets on a handful of large, well-known companies.
The foundation's endowment portfolio, disclosed quarterly.
Source: public quarterly SEC filings (Form 13F). Shown for information and education only — this is what these investors held at their most recent disclosure, not a recommendation to buy or sell anything. Holdings change; filings are released with a delay.
Three minutes of questions. A clear picture of where you stand and what to ask next. Then — only if you want — a matched, licensed adviser to take it from there.
No. Your Capital Nest provides general information and connects you with licensed advisers. Your Snapshot describes your situation and the questions worth asking — it doesn't tell you what to buy, sell, or do. Personal financial advice comes from the licensed adviser we match you with.
The health check and Snapshot are free. If you choose to meet an adviser, they'll explain their own fees before you commit to anything. Your Capital Nest may receive a referral fee from advisers we introduce — this never changes what you pay.
Licensed Australian financial advisers — every adviser we match holds current authorisation under an Australian Financial Services Licence, which you can verify on ASIC's public register.
Your answers are used to build your Snapshot and — only with your permission — shared with the adviser you're matched with so they can prepare. We don't sell your data, ever.
We're finding your match now and will be in touch within one business day. Your Snapshot has been emailed to you.