Financial planning is broken. Let’s fix it.
Traditional financial planners are great – but they’re expensive and people are concerned about whether they can trust the advice. 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.
With Wealth Maximiser you get personalised financial advice provided by experienced financial advisers to help you achieve your goals.
You can choose how much 1:1 time you want with an adviser by selecting one of our three packages; Bronze, Silver, Gold. With each package you will receive at least 3x 1:1 sessions with an adviser and a personalised year-long action plan, broken into 90 days. With Silver and Gold you also receive deep dives with an adviser on Investments, Super and Estate Planning, and with Gold you get unlimited email access to an adviser. Check out our pricing page to find out more.
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 the questionnaire and a Financial Clarity Call with an Adviser, you will be emailed three wealth strategy options to review in discussion with your Financial Adviser. 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. You will then in enjoy a Strategy Session with your Adviser.
During the Strategy Session, your Financial Adviser will help you determine which wealth strategy is best for you and then talk you through the 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). The plan will include a description of each action, a summary of risks and considerations, how each action relates to your goals and Wealth Maximiser’s nine wealth building blocks, and a checklist to work through to complete each action.
No, Wealth Maximiser does not include specific product recommendations. Our Financial Advisers can provide guidance to help you make informed decisions aligned to your goals on certain products (ETFs, Brokerage, Super, Wills and Estate Planning), however, the final product selection decision sits with you. This guidance is included in Silver and Gold plans and available for a small additional fee for Bronze clients.
This service may not be suitable for those seeking comprehensive financial advice.
For more information, please contact [email protected].
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
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]
Book your no obligation
complimentary
25 minute Goal Setting session with a Wealth Coach
Book a free session
