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FINAL EOFY Deal: 20% Off Offer ends 25 June

As the financial year comes to a close, now is the perfect time to take control of your finances and start the new year with clarity, confidence and an affordable financial plan.

Join Wealth Maximiser and save 20% when entering code FINALEOFY20 at checkout. Only available until 11:59pm 25 June! T&C’s apply.

Sign up and claim

Qualified Financial Advisors

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NobleOak Initiative

Why now is the time to get advice

EOFY is the ideal moment to review your financial strategy and maximise future opportunities¹

90% of advised Australians say they’re financially better off¹ and 75% feel confident about their financial future² after receiving professional advice.

 Wealth Maximiser combines cutting-edge technology and expert 1:1 coaching to provide affordable financial planning advice – empowering you to transform your financial future.

Plus with our 30-day money-back guarantee you can feel secure in knowing that if Wealth Maximiser isn’t the ideal fit for you, you can cancel and get a full refund (T&C’s apply).

 

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How Does It Work?

  • Assess Your Financial Fitness

    Sign up and use code FINALEOFY20 to claim 20% off your membership*. Then complete our online questionnaire to prioritise your goals and discover your Wealth Health score. *(T&Cs apply).

  • Define your strategy

    Receive three tailored strategy options specific to your goals. Work with a Wealth Coach to personalise your plan and set a year-long roadmap for success.

  • Work towards your goals

    Access your dashboard for group coaching, regular updates, and actionable 90-day checklists to keep you on track and moving forward towards your goals

Select your subscription then use code FINALEOFY20

Silver

Wealth Coach check-ins every 6 months
99
999
30 days free cancellation
  • Tailored wealth strategies
  • Tailored year long action plan
  • Monthly group coaching sessions
  • 1x Wealth Coach Strategy session annually
  • 1x Wealth Coach Check-in
  • Key Product Selection Support
  • Monthly educational emails
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What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser from as little as $699 or $99 a month
  • Clear year long action plan broken down into manageable 90 day checklists
  • 30 day money back guarantee. If you cancel your subscription within 30 days of purchase, we will refund you the full amount paid.
  • We do not receive commissions from product providers.
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Wealth Maximiser,
a NobleOak initiative

For over 145 years, NobleOak has helped safeguard Australians through our life insurance business.
We’re proud to share Wealth Maximiser is a NobleOak initiative aiming to enhance wealth and help Australians achieve their most important goals.

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.

The awards shown on the right were won by NobleOak Life Limited (ABN 85 087 648 708, AFSL 247302).

Read more about NobleOak

What about the fine print?

We value transparency and doing the right thing by our customers.
We also know privacy and trust is extremely important when it comes to finances.
We are a trusted regulated financial business that will protect your data.
Please review our privacy policy, financial services guide and Wealth Maximiser
Terms and Conditions to learn more about Wealth Maximiser and our 30 Day Money Back Guarantee.

Please read the Final EOFY 20% Off Offer Terms and Conditions for more details on the offer.
Questions before getting started?
Call us, book in a free call now or email us.

Please see our video Disclaimer, here.

¹Source: FAAA Value of Advice Report, 2024

²Source: Professional Planner, 2024

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

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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.