Financial
planning is
broken.
Let’s fix it.

Experienced financial planners are great – and can help make you richer. But they’re expensive.

So we decided to flip financial planning on its head.

With Wealth Maximiser, you get to tap into expert knowledge, but it’s more affordable and with no product commissions, you know the advice is objective.

Real advice. No product commissions. No catch.

Claim your free trial

Certified Financial Advisers

5.0 Google Reviews

No Product Commissions

30-day money-back guarantee

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Financial advice that’s more affordable and trustworthy

  • An experienced, Certified Financial Adviser
  • No product commissions; just objective advice
  • From $99 a month - we support our Financial Advisers with the latest smart tech, saving them time and you money
  • Personalised to your needs and circumstances
  • Actionable, full year financial plan
  • All backed with a 30-day money-back guarantee

What we can help you with


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Analysis and advice captured in a single plan

  • Help setting motivational and realistic wealth goals
  • A full annual financial plan, with quarterly action points to keep you moving in the right direction
  • Access to a Financial Adviser to answer all your questions
  • Webinars and group coaching sessions (Optional)
  • Key product support (Silver and Gold only)

Gold

4 hours with a Financial Adviser p.a.
175
1899
30 day moneyback guarantee
  • Wealth strategy aligned to your personal risk appetite
  • Personalised year long action plan
  • Bespoke 12-month financial plan with 90-day actions
  • Financial literacy support incl. group coaching and emails
  • 1x Financial Adviser strategy session
  • 3x Financial Adviser check-ins
  • Key Product Selection Support
  • Update goals/financial situation on website biannually

Meet Lexi, one of our Certified
Financial Advisers

Meet Lexi
Wealth Maximiser
A NobleOak initiative

Wealth Maximiser is provided by NobleOak Services Limited ABN 66 112 981 718 AFSL
286798, a subsidiary of NobleOak Life Limited ABN 85 087648 708 AFSL No. 247302.
Wealth Maximiser is not a product of, or guaranteed or underwritten by, NobleOak Life Limited.

Limited Time Offer

Unlock a complimentary
25 minute Goal Setting session

Book your no obligation complimentary
25 minute Goal Setting session with a Wealth Coach

Book a free session

Valid until 31 August 2024. T&C apply.
Wealth Maximiser Goal Setting Terms and Conditions 1. Wealth Maximiser is operated by NobleOak Services Limited ("NobleOak", "We" or "Our") ACN 112 981 718 AFSL 286798, Level 4, 44 Market Street Sydney 2000. 2. These Terms and Conditions apply to the offer of a complimentary Goal Setting call (Offer). By participating, customers agree to be bound by these conditions. 3. The Offer commences at 12:00 am (AEST) on 18 April 2024 and closes at 11.59pm (AEST) on 31 May 2024 (Offer Period). 4. This Offer is open only to permanent residents of Australia who are 18 years or over as at the date of payment. Both Wealth Maximiser and the Offer are unavailable to people who are: a. temporary visa holders; b. going through a marital or de facto relationship separation; c. experiencing a major medical episode or critical illness; d. earning less than $50,000 gross per year; or e. earning more than $500,000 gross per year (based on individual income). 5. Any information provided during the Goal Setting call will consist of factual information only. Before acting on any information received during the Goal Setting call you should consider whether it is appropriate having regard to your objectives, financial situation and needs. 6. Please view our Privacy Policy https://wealthmaximiser.com.au/page/privacy-policy for full details on how we handle your personal information. 7. For further information about Wealth Maximiser, please visit the Wealth Maximiser Terms and Conditions https://wealthmaximiser.com.au/terms-and-conditions, or the Wealth Maximiser website at https://wealthmaximiser.com.au. The information on the Wealth Maximiser website is of a general nature only and does not take into account your objectives, financial situation or needs. Before acting on any information on the Wealth Maximiser website you should consider whether it is appropriate having regard to your objectives, financial situation and needs.