Take a free health check, get your personal Wealth Map, follow what the world's best investors hold — and when you're ready, get matched with a licensed adviser who starts ahead, not from scratch.
Answer plain-English questions about your goals, super, savings and comfort with risk. No jargon, no sign-up to start, no wrong answers.
A clear picture of where you stand — your risk comfort, the gaps worth a look, and the exact questions to ask an adviser. Saved to your free account.
Buffett, Ackman, Gates — the giants must disclose their holdings every quarter. Explore what they actually own, in plain facts.
When you're ready for real advice, we match you with a licensed Australian adviser suited to your situation — and your Wealth Map means they start ahead.
Ask anything about super, investing, insurance or the famous portfolios — plain-English answers, 24/7. General information and education, always. Exclusive to Nest+ members.
Every super and investment option, decoded — fees, holdings, asset mix and performance in plain English, from public data. The transparency the industry buries in PDS documents.
Tell us your goals and why you want advice — our team personally reviews your situation and hand-matches you with a vetted partner firm from our Australian adviser network.
Get notified the moment the giants' new quarterly filings drop, and watch how the smart money moves over time.
Three minutes of plain-English questions. No sign-up needed to start.
See where you stand, what's worth a look, and what to ask next — saved free to your nest.
Only when you're ready. Licensed, suited to you, and briefed by your Wealth Map.
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). Information and education only — 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.
Your health check, Wealth Map and adviser matching are free — always. The AI Money Guide and power features live in Nest+.
No. Your Capital Nest provides general information and connects you with licensed advisers. Your Wealth Map 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, your Wealth Map, and adviser matching 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 from our curated partner network — advice firms across Australia that we've reviewed and work with directly. Every adviser holds current authorisation under an Australian Financial Services Licence, which you can verify on ASIC's public register. We may receive a referral fee from partner firms; it never changes what you pay.
Your answers build your Wealth Map and — only with your permission — are shared with the adviser you're matched with so they can prepare. We don't sell your data, ever.
A personal, written report generated from your quiz answers in about a minute: where you stand compared with published statistics for Australians your age, your super position decoded, what your risk answers mean, and a personal checklist of things to investigate plus the questions worth asking an adviser. It's education and factual comparison — personal to you, but never a recommendation to buy, sell or switch anything. One-off $49, yours to keep and print.
A Nest+ member feature: an AI chat guide you can ask about super, investing, insurance concepts, or anything in the famous portfolios — any time, in plain English. It provides general information and education only — it never gives personal financial advice or tells you what to buy or sell. For personal advice, we match you with a licensed adviser.
Yes — large US investment managers must file their share holdings publicly every quarter (SEC Form 13F). We present those public filings for information and education. They're released with a delay and holdings change, so they're a window into how the giants think — not a signal to copy.
Three minutes. Your Wealth Map. And a licensed adviser waiting when you're ready. Your nest starts now.
We're finding your match now and will be in touch within one business day. Your Wealth Map is saved — check your email too.