Affordable 5-Star financial advice

This service is designed to help you manage and grow your wealth to achieve your most important financial goals, providing you with a simple and actionable plan and financial advice tailored to your requirements.

Your first session with a Wealth Coach will be a one-on-one Strategy Session – this will last up to an hour. In this session your Wealth Coach will help you determine which wealth strategy may be best for you and go through your action plan. They will provide you with personal strategic financial planning advice, delivered in a Statement of Advice. The Wealth Coach Strategy Session is included in each of the Gold, Silver and Bronze packages.

If you are on a Gold plan, in addition to the Wealth Coach Strategy Session, you will be invited to three one-on-one Wealth Coach Check-in sessions per year. We will aim to arrange these approximately every three months. These sessions are intended to check your action plan is still working for you and for the Wealth Coach to answer any questions you may have.

If you are on a Silver plan, in addition to the Wealth Coach Strategy Session, you will be invited to one one-on-one Wealth Coach Check-in per year. We will aim to arrange this session approximately six months after your Wealth Coach Strategy Session. This session is intended to check your action plan is still working for you and for the Wealth Coach to answer any questions you may have.

Bronze plans do not include any Wealth Coach Check-in sessions. If you want to include a Wealth Coach Check-in session in your plan, you can ask to upgrade to the Gold and Silver package.

For all packages, if your circumstances change significantly at any point let us know so we can adapt your action plan accordingly.

Under the Bronze, Silver and Gold plans, as you approach the anniversary of when you signed up for Wealth Maximiser, you will be invited to update your details on the website. If your situation has changed significantly at that point, you can book another Strategy Session to see if a different strategy may be more suitable, otherwise you can book in for a Check-in.

You can also speak to a Wealth Coach at the monthly online group coaching sessions. You can learn more about the group coaching sessions below.

We review your goals, risk tolerance, financial, and lifestyle situation to determine which overarching wealth strategies and associated actions may be a good fit for you.

After you have completed all answers on the website and set up a Wealth Coach call, you will be emailed three wealth strategy options to review in discussion with your Wealth Coach. By way of example only, those strategies may include: a super and savings based strategy, an equities based strategy, an investment property based strategy.

Your strategy options will also include information on the indicative risk return profile of these strategies and how implementing those strategies may affect how likely you are to achieve your goals.

During your Wealth Coach Strategy Session, your Wealth Coach will help you determine which wealth strategy is best for you and then talk you through the financial advice and tailored year long action plan based on that strategy. Your action plan will include 16 actions for you to complete over four 90-day periods (with four actions per period). Each action will include a description of the action, a summary of risks and considerations, how the action relates to your goals and the Wealth Building Blocks, and a checklist to work through to complete the action.

No, we do not take commissions or fees from other providers. The only fee we take is from customers purchasing monthly/yearly plans.