Your Wealth Health Score

The Wealth Health Score from Wealth Maximiser is an assessment that evaluates your financial
well-being across nine key areas: Income, Savings & Budgeting, Debt Management, Tax & Structuring, Wealth Protection & Insurance, Superannuation, Property, Shares & Investments, and Retirement Planning. 

Best of all – it’s FREE to get your score!

Get my Wealth Health Score

Steps to get your score

Step 1

Sign Up for Free

Sign up to create your Wealth Maximiser profile!

Step 2

Tell us about you

Time to answer questions so we can accurately understand your full financial picture and provide meaningful insights.

Step 3

Get Your Score — Discover Where You Stand

See your Wealth Health Score and understand the key areas to grow and protect your wealth.

Step 4

Choose a Plan — Take Control of Your Financial Future (Optional)

Explore strategies to help you build real wealth with expert guidance, this is part of our paid service.

What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser.
  • 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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What you often get with traditional financial advice

Wealth 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.

Please see our Disclaimer, here.

1- A Wealth of Common Sense, 2021  

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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.