The Maximiser Effect

At Wealth Maximiser we take a different approach to financial advice, providing you with a clear plan and ongoing access to an expert financial adviser without product commissions and recommendations.

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.

With Wealth Maximiser you get personalised financial advice provided by experienced financial advisers to help you achieve your goals – this includes a year long action plan delivered through a Statement of Advice.

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.

Step 1: Set your goals & confirm your situation

You get access to the Wealth Maximiser portal to complete your questionnaire and enjoy a Financial Clarity Call with an adviser lock in your goals and confirm your current financial situation.

Step 2: Decide best strategy and understand your action plan

Your adviser will then explore the best financial strategies for you (e.g. property vs super vs equities focused) and create a personalised year long action plan to help you achieve your goals and improve your financial wellbeing in a 1:1 online Strategy Session. You’ll receive a Statement of Advice including this plan after the session.

Step 3: Explore investments, super and estate planning in more detail

Over the year the adviser will schedule 3x deep dives to explore which investments may be best for you, how to optimise your super performance and how to set up your estate planning to best meet your wishes.

Step 4: Grow and keep your momentum

Enjoy monthly masterclasses on hot topics like ethical investing, debt recycling and budgeting. And check-in with your adviser at the 6 and 12 month mark to ensure you keep progressing through your action plan.

For more details on the different packages available please see the pricing page: https://www.wealthmaximiser.com.au/pricing/

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/divorce

– 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]