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 tailored to your requirements.

After your Financial Clarity Call your adviser will prepare a personalised 12 month financial plan (called a Statement of Advice) for your chosen financial strategy.

This will outline 16 actions selected for you based on your risk tolerance, current situation, behaviours and goals. This action plan will be broken into 90 day stages so you can work towards your strategy throughout the year without being overwhelmed at the beginning. You will receive the next 90 day action plan every 3 months.

No, Wealth Maximiser does not include specific product recommendations. Instead, Wealth Maximiser offers 1:1 deep dives with an adviser on Investments, Super and Estate Planning. Our financial advisers provide guidance to help you make informed decisions that align with your goals. However, the final choice is yours. This is included within the Silver and Gold plans and is available at an additional cost for Bronze plans.

This service may not be suitable for those seeking comprehensive financial advice.

For more information, please contact [email protected].

If you experience significant changes to your financial circumstances, this may change which wealth strategy you may want to use,  and accordingly, your financial projection or goal likelihood. In this scenario, a financial adviser needs to re-review your advice, which may result in a new Statement of Advice and Strategy Session with them. This is only available to Gold customers. If you are a Bronze or Silver customer that experiences significant changes in circumstances during the year, you can upgrade to Gold by going on your profile and selecting ‘Upgrade my plan’ or pay a one-off fee of $299.

For more information on what is regarded as a significant change, please read our Terms and Conditions.

Yes, we take data security seriously. We use security measures to protect your financial information. Please see our privacy policy for more information.

The Monthly Masterclasses will include 30 to 45 minutes of educational information on a hot topic, for example debt recycling, different types of investment properties, retiring early vs a mini-retirement. They will also include 30 to 15 minutes for Q&A. In the Q&A you can ask questions that relate to your personal situation or strategy and the financial adviser will follow up with you separately if it requires a personalised answer.

Each Monthly Masterclass will be hosted by one of our financial advisors.

Wealth Maximiser may not be suitable for the following customers:

– those looking for specific product recommendations

– those looking for advice on general insurance or credit management services

– those looking for sophisticated investment management advice, or for advice on options, derivatives or cryptocurrency

– those currently going through a separation

– those expecting a major medical expense or critical illness

As we are a new service we currently do not provide advice for individuals currently on a temporary visa in Australia.

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

Yes, we provide customer support to assist you with any questions or technical issues you may encounter please email [email protected]