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Discover your free financial persona

Whether you’re a Steady Saver or Growth Chaser, understanding your financial persona is key to making smarter money decisions.

Get your free persona

Qualified Financial Advisors

5.0 Google Reviews

Agnostic advice

NobleOak Initiative

Next up: Turn your persona into a plan.

Money means different things to different people—freedom, security, opportunity.

The way you manage it should reflect that.

Wealth Maximiser helps you move from current behaviours to intention to action with a clear, personalised financial plan supported by 1:1 Wealth Coaching from a financial advisor that suits your financial style and goals.

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Getting started is
simple and free.

  • Discover your persona

    Answer our free quiz to unpack your financial behaviours and understand your relationship with money.

  • Meet your coach

    Meet with your personal Wealth Coach, who will get to know you over a free 20-minute call.

  • Select your strategy

    Choose your membership and complete your fact find — your coach will then recommend three personalised financial strategies tailored to your life and goals.

Why Wealth Maximiser

  • Speak to a financial advisor for just $99 a month/$699 a year
  • Understand and choose the best strategy for you to build wealth
  • We don't take product commissions, so you know the advice is what's best for you, not a provider
Choose Wealth Maximiser membership

Take the first step: discover your Financial Persona in just five minutes.

Discover your persona
The Steady Saver

The Steady Saver

The Growth Chaser

The Growth Chaser

The Security Seeker

The Security Seeker

The Life Planner

The Life Planner

The Future Thinker

The Future Thinker

The Free Spirit

The Free Spirit

Don’t take our word for it, take theirs.


Your plan, your journey.

Silver

Wealth Coach check-ins every 6 months
99
999
30 days free cancellation
  • Tailored wealth strategies
  • Tailored year long action plan
  • Monthly educational emails
  • Monthly group coaching sessions
  • 1x Wealth Coach Strategy session annually
  • 1x Wealth Coach Check-in
  • Key Product Selection Support
Have something else in mind?
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Wealth Maximiser,
a NobleOak initiative

For over 145 years, NobleOak has helped safeguard Australians through our life insurance business.
We’re proud to share Wealth Maximiser is a NobleOak initiative aiming to enhance wealth and help Australians achieve their most important goals.

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.

The awards shown on the right were won by NobleOak Life Limited (ABN 85 087 648 708, AFSL 247302).

Read more about NobleOak

Limited Time Offer

Unlock a complimentary
25 minute Goal Setting session

Book your no obligation complimentary
25 minute Goal Setting session with a Wealth Coach

Book a free session

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.