Make your financial goals a reality
Personalised financial strategies,
action plans and wealth coaching.
Why choose Wealth Maximiser?
We’ll help you evaluate where you are in your journey and understand what more you could do to increase your wealth.
Free Wealth Health
score
Fill in our free questionnaire to prioritise your goals and find out your current Wealth Health score.
Guidance from our
expert Wealth Coaches
One-to-one support at a lower price point than a traditional financial adviser.
Assistance across finance essentials
Learn the skills to navigate building blocks of wealth including budgeting, investing in property or shares and retirement planning.
Take action with a simple to follow roadmap
Receive a year long plan, broken down into manageable 90 day checklists with regular check-ins, group coaching and personalised updates.
No commissions
We don’t receive commissions from product providers or recommend specific products, so our advice isn’t influenced by commissions.
New and innovative, but
backed by history and
scale
We’re a cost effective and innovative alternative to traditional financial advice, backed by NobleOak.
Financial planning made easy, actionable and accessible.
Get started todayHow it works
Prioritise your goals and receive your Wealth Health score
Fill in our online questionnaire on your own or with one of our qualified Wealth Coaches.
Receive three financial strategy options
This could include property-based, stocks and shares based or savings and super based strategies. Consider these ahead of your Wealth Coach Strategy Session.
Select your strategy and discuss your Action Plan with a Wealth Coach
Understand the risks, considerations and possible impact on your financial future.
Receive ongoing support to help achieve your goals
Get access to group coaching and personalised updates throughout your journey including next 90 day actions.
Meet one of
our Wealth Coaches
All our Wealth Coaches are qualified financial advisers, passionate about helping people like you to achieve your most important goals. Book an introduction call to get to know a Wealth Coach and what Wealth Maximiser can do for you.
Book a free intro callWhat you get with Wealth Maximiser
- One-on-one support from a qualified financial adviser from as little as $99 a month/$699 a year
- Clear year long action plan broken down into manageable 90 day checklists
- Product free recommendations. We do not receive commissions from product providers so you know you’re getting objective advice to best help you.
What you often get with traditional financial advice
- One-on-one support from a qualified financial adviser costing an average of $3,500 a year. (Canstar, 2024)
- Complex and jargon-filled reports with an overwhelming amount of detail. (Choice, 2022)
Understand more about Wealth Maximiser
Find out moreWealth Maximiser, a NobleOak initiative
For over 145 years, NobleOak has helped safeguard Australians. We put customers first and our life insurance business is award winning (see below). Wealth Maximiser is operated by NobleOak Services under its AFSL. As we provide objective advice and do not recommend products, we do not refer customers to our insurance products so Wealth Maximiser may not be suitable for individuals seeking comprehensive advice. Contact us to find out more.
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.
Questions before getting started?
Call us, book in a free call now or email us.
Book your no obligation
complimentary
25 minute Goal Setting session with a Wealth Coach
Book a free session