It's not too late to enjoy the retirement you deserve

Planning you finances for retirement can feel overwhelming. We’re here to make it simple.

That’s why we created Wealth Maximiser – affordable, personalised advice without compromising on quality.

Real advice. No commissions. No catch.

Get started with a 14 day free trial¹. Plus FiftyUp customers get $100 off annual plans. Use code FIFTY100OFF at checkout².

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Qualified Financial Advisers

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Financial advice that’s more affordable and trustworthy

  • A qualified Financial Adviser
  • No product commissions; just straight-forward advice
  • From $599 a year for FiftyUp members; by using the latest smart tech and eliminating individual product purchase recommendations, we save our advisers time and you money
  • Personalised to your needs and circumstances
  • Actionable, full year financial plan
  • Get started with a 2 Week Free Trial
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What we can help you with

Retirement planning

Planning for retirement helps secure financial independence and a comfortable lifestyle in later years. Setting retirement goals, estimating expenses, and implementing a suitable retirement savings strategy are essential for achieving a worry-free retirement.

Investments portfolio

Investing in shares, ETFs, bonds, and other financial instruments can provide opportunities for capital growth and income generation, especially in the long term. Diversifying investments across various asset classes helps mitigate risk and maximise returns over the medium to long term.

Superannuation

The Australian retirement savings system is crucial for long-term financial security. Contributing regularly to a super fund and maximising employer contributions can help you build a substantial retirement nest egg and enjoy a comfortable retirement. Super can also be a tax effective structure to accumulate wealth.

Wealth protection

Insurance coverage is essential for protecting accumulated wealth and mitigating financial risks. Adequate life insurance and income protection insurance can safeguard against unforeseen events that could otherwise deplete wealth and disrupt 
financial stability.

Tax & structuring

Optimising financial structures and tax planning can significantly impact wealth accumulation. Proper structuring of assets and investments, along with strategic tax planning, provides a foundation that can minimise tax liabilities and maximise tax benefits, leading to enhanced wealth preservation and growth.

Estate planning

Estate planning allows individuals to have control over the distribution of their assets and minimise taxation or disputes, after they have passed away. Creating wills, establishing trusts, and considering future wealth transfer are vital for preserving wealth and ensuring a smooth transition for future generations.


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Analysis and advice in a single plan

  • Help setting motivational and realistic wealth goals
  • A full annual financial plan, with quarterly action points to keep you moving in the right direction
  • Access to a Financial Adviser to answer all your questions
  • Monthly Masterclasses on misunderstood topics (optional)
  • Investment, Super and Estate Planning Deep Dives (Gold and Silver only)
Most popular

Silver

7x 1:1 sessions with adviser p.a.
99
999
  • Up to 7x 1:1 adviser sessions
  • Personalised 12-mo financial plan (Statement of Advice)
  • 12x Monthly Masterclasses
  • Investment, Super & Estate Planning deep dives with adviser
  • Submit question to adviser at any time
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Gold

9x adviser sessions + unlimited email access
175
1899
  • Up to 9x 1:1 adviser sessions
  • Personalised 12-mo financial plan (Statement of Advice)
  • 12x Monthly Masterclasses
  • Investment, Super & Estate Planning deep dives with adviser
  • Submit question to adviser at any time
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Select





Meet Lexi, one of our qualified
Financial Advisers

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Wealth Maximiser
A NobleOak initiative

Wealth Maximiser is provided by NobleOak Services Limited ABN 66 112 981 718 AFSL
286798, a subsidiary of NobleOak Life Limited ABN 85 087648 708 AFSL No. 247302.
Wealth Maximiser is not a product of, or guaranteed or underwritten by, NobleOak Life Limited.

 

1 – 14 Day Free Trial Terms and Conditions

2 – $100 Off FiFtyUp Terms and Conditions

 

Financial advice that’s more affordable: For Traditional, comprehensive financial advice the median adviser fee was $3,960 per year in 2023 – Adviser Ratings, Australian Financial Advice Landscape, 2024 however the Wealth Maximiser model which utilises the latest tech and does not include product recommendations enables us to provide personal financial advice for as little as $699 a year or $99 a month, please see pricing page for more details.

Financial advice that’s more trustworthy: According to ASIC’s Financial advice: What consumers really think report, distrust in traditional advice stems from commissions, conflicted product recommendations, and lack of transparency – Wealth Maximiser removes these barriers by offering transparent fee-only advice with no product sales or product commissions – ASIC, Financial Advice: What consumers really think, 2019

Limited Time Offer

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25 minute Goal Setting session

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25 minute Goal Setting session with a Wealth Coach

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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.